Lindbrook Capital’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 | $103K | Sell |
2,488
-28
| -1% | -$1.16K | 0.01% | 666 |
|
|
2024
Q4 | $111K | Buy |
2,516
+92
| +4% | +$4.06K | 0.01% | 528 |
|
|
2024
Q3 | $84.5K | Sell |
2,424
-60
| -2% | -$2.09K | 0.01% | 613 |
|
|
2024
Q2 | $76.1K | Buy |
2,484
+120
| +5% | +$3.68K | 0.01% | 630 |
|
|
2024
Q1 | $66K | Buy |
2,364
+24
| +1% | +$670 | 0.01% | 675 |
|
|
2023
Q4 | $48.5K | Buy |
2,340
+188
| +9% | +$3.9K | ﹤0.01% | 763 |
|
|
2023
Q3 | $46.6K | Buy |
2,152
+40
| +2% | +$866 | 0.01% | 720 |
|
|
2023
Q2 | $43.9K | Buy |
2,112
+48
| +2% | +$997 | ﹤0.01% | 762 |
|
|
2023
Q1 | $42.6K | Hold |
2,064
| – | – | 0.01% | 759 |
|
|
2022
Q4 | $37.3K | Sell |
2,064
-532
| -20% | -$9.62K | ﹤0.01% | 801 |
|
|
2022
Q3 | $41K | Buy |
2,596
+432
| +20% | +$6.82K | 0.01% | 724 |
|
|
2022
Q2 | $30K | Buy |
2,164
+164
| +8% | +$2.27K | 0.01% | 826 |
|
|
2022
Q1 | $33K | Hold |
2,000
| – | – | 0.01% | 831 |
|
|
2021
Q4 | $40K | Buy |
+2,000
| New | +$40K | 0.01% | 790 |
|