JT Stratford LLC’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+3,840
| New | +$213K | 0.03% | 284 |
|
|
2025
Q1 | – | Sell |
-6,592
| Closed | -$291K | – | 305 |
|
|
2024
Q4 | $291K | Buy |
6,592
+800
| +14% | +$35.3K | 0.05% | 238 |
|
|
2024
Q3 | $202K | Sell |
5,792
-748
| -11% | -$26.1K | 0.03% | 278 |
|
|
2024
Q2 | $200K | Sell |
6,540
-692
| -10% | -$21.2K | 0.04% | 264 |
|
|
2024
Q1 | $202K | Buy |
+7,232
| New | +$202K | 0.04% | 255 |
|