LGT Financial Advisors’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-836
| Closed | -$36.9K | – | 504 |
|
|
2024
Q4 | $36.9K | Buy |
836
+716
| +597% | +$31.6K | 0.08% | 194 |
|
|
2024
Q3 | $4.18K | Hold |
120
| – | – | 0.01% | 563 |
|
|
2024
Q2 | $3.68K | Hold |
120
| – | – | 0.01% | 644 |
|
|
2024
Q1 | $3.35K | Hold |
120
| – | – | ﹤0.01% | 680 |
|
|
2023
Q4 | $2.49K | Sell |
120
-28
| -19% | -$580 | ﹤0.01% | 779 |
|
|
2023
Q3 | $3.2K | Buy |
+148
| New | +$3.2K | ﹤0.01% | 709 |
|