Leeward Financial Partners’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 | $264K | Sell |
4,761
-723
| -13% | -$40.1K | 0.08% | 90 |
|
|
2025
Q1 | $227K | Hold |
5,484
| – | – | 0.08% | 79 |
|
|
2024
Q4 | $242K | Sell |
5,484
-1,156
| -17% | -$51.1K | 0.09% | 77 |
|
|
2024
Q3 | $231K | Buy |
6,640
+100
| +2% | +$3.48K | 0.09% | 81 |
|
|
2024
Q2 | $200K | Buy |
+6,540
| New | +$200K | 0.08% | 83 |
|
|
2023
Q4 | – | Sell |
-11,336
| Closed | -$245K | – | 90 |
|
|
2023
Q3 | $245K | Hold |
11,336
| – | – | 0.14% | 71 |
|
|
2023
Q2 | $235K | Buy |
+11,336
| New | +$235K | 0.14% | 77 |
|