LWM
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Liberty Wealth Management’s Interactive Brokers IBKR Stock Holding History

Liberty Wealth Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,220
Closed -$21K – 588
2021
Q3 		$21K Buy
1,220
+1,140
+1,425% +$18K 0.01% 634
2021
Q2 		$1K Buy
+80
New +$1.38K ﹤0.01% 997

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JFL
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CCM
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Liberty Wealth Management's IBKR Position: Q4 2021 in Review

Liberty Wealth Management sold out of Interactive Brokers (IBKR) in Q4 2021, closing a stake of 1,220 shares — an estimated $21K sold.

Liberty Wealth Management first reported a position in IBKR in Q2 2021 and held it in 2 quarters. The position peaked at $21K in Q3 2021. 339 funds tracked by Wall St. Rank hold IBKR as of Q4 2021.

  • Liberty Wealth Management reported no remaining Interactive Brokers position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,220 Interactive Brokers shares in Q4 2021, an estimated $21K.
  • Liberty Wealth Management first reported a position in Interactive Brokers in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Interactive Brokers position peaked at $21K in Q3 2021.
  • 339 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.