Mackenzie Financial’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
Q2 | $2.47M | Buy |
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|
2025
Q1 | $763K | Sell |
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|
2024
Q4 | $874K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.75M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.45M | Sell |
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|
2019
Q3 | $4.2M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.79M | Buy |
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|
2016
Q3 | $2.61M | Hold |
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|
2016
Q2 | $2.62M | Buy |
|