Marvin & Palmer Associates’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Buy |
+90,340
| New | +$5.01M | 4.29% | 9 |
|
|
2025
Q1 | – | Sell |
-164,844
| Closed | -$7.28M | – | 27 |
|
|
2024
Q4 | $7.28M | Sell |
164,844
-30,572
| -16% | -$1.35M | 5.56% | 5 |
|
|
2024
Q3 | $6.81M | Buy |
195,416
+28,816
| +17% | +$1M | 5.71% | 4 |
|
|
2024
Q2 | $5.11M | Buy |
+166,600
| New | +$5.11M | 5.23% | 3 |
|
|
2021
Q2 | – | Sell |
-416,920
| Closed | -$7.61M | – | 36 |
|
|
2021
Q1 | $7.61M | Buy |
+416,920
| New | +$7.61M | 3.39% | 20 |
|
|
2018
Q3 | – | Sell |
-210,400
| Closed | -$3.39M | – | 29 |
|
|
2018
Q2 | $3.39M | Buy |
+210,400
| New | +$3.39M | 3.33% | 21 |
|