LVW Advisors’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.08M | Sell |
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|
2025
Q2 | $996K | Sell |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $946K | Buy |
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|
2024
Q2 | $751K | Buy |
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|
2024
Q1 | $621K | Sell |
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|
2023
Q4 | $474K | Sell |
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|
2023
Q3 | $543K | Sell |
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|
2023
Q2 | $735K | Sell |
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|
2023
Q1 | $739K | Sell |
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|
2022
Q4 | $671K | Sell |
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|
2022
Q3 | $631K | Buy |
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|
2022
Q2 | $537K | Buy |
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|
2022
Q1 | $613K | Sell |
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|
2021
Q4 | $803K | Sell |
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|
2021
Q3 | $635K | Buy |
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|
2021
Q2 | $661K | Sell |
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|
2021
Q1 | $770K | Buy |
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|
2020
Q4 | $273K | Buy |
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|
2020
Q3 | $210K | Buy |
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