Laffer Tengler Investments’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-116
| Closed | -$2.4K | – | 452 |
|
|
2023
Q4 | $2.4K | Buy |
+116
| New | +$2.4K | ﹤0.01% | 381 |
|
|
2023
Q3 | – | Sell |
-2,776
| Closed | -$57.7K | – | 353 |
|
|
2023
Q2 | $57.7K | Buy |
2,776
+8
| +0.3% | +$166 | 0.02% | 294 |
|
|
2023
Q1 | $57.1K | Buy |
2,768
+80
| +3% | +$1.65K | 0.02% | 308 |
|
|
2022
Q4 | $48.6K | Buy |
+2,688
| New | +$48.6K | 0.01% | 308 |
|
|
2022
Q2 | – | Sell |
-236
| Closed | -$3.89K | – | 412 |
|
|
2022
Q1 | $3.89K | Buy |
+236
| New | +$3.89K | ﹤0.01% | 344 |
|