Kemnay Advisory Services’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-56,256
| Closed | -$877K | – | 56 |
|
2021
Q3 | $877K | Buy |
+56,256
| New | +$877K | 0.12% | 40 |
|
2019
Q1 | – | Sell |
-114,404
| Closed | -$1.56M | – | 152 |
|
2018
Q4 | $1.56M | Buy |
114,404
+7,468
| +7% | +$102K | 0.59% | 23 |
|
2018
Q3 | $1.48M | Buy |
106,936
+24,944
| +30% | +$345K | 0.45% | 43 |
|
2018
Q2 | $1.32M | Buy |
+81,992
| New | +$1.32M | 0.42% | 45 |
|