Marks Group Wealth Management’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 | $3.05M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3.13M | Buy |
|
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|
2022
Q1 | $3.59M | Buy |
|
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|
2021
Q4 | $3.9M | Buy |
|
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|
2021
Q3 | $2.96M | Buy |
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|
2021
Q2 | $2.98M | Buy |
|
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|
2021
Q1 | $3.2M | Sell |
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|
2020
Q4 | $3.67M | Buy |
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|
2020
Q3 | $2.67M | Buy |
|
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|
2020
Q2 | $2.31M | Buy |
|
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|
2020
Q1 | $2.23M | Buy |
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|
2019
Q4 | $2.18M | Buy |
|