Lake Point Wealth Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1K | Hold |
80
| – | – | ﹤0.01% | 381 |
|
|
2022
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 384 |
|
|
2021
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 334 |
|
|
2021
Q3 | $1K | Hold |
80
| – | – | ﹤0.01% | 364 |
|
|
2021
Q2 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 376 |
|
|
2020
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 314 |
|
|
2019
Q4 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 560 |
|
|
2019
Q2 | $1K | Hold |
80
| – | – | ﹤0.01% | 608 |
|
|
2019
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 608 |
|
|
2018
Q4 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 760 |
|