Massachusetts Financial Services’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 | $3.22M | Buy |
58,092
+288
| +0.5% | +$16K | ﹤0.01% | 737 |
|
|
2025
Q1 | $2.39M | Buy |
57,804
+30,200
| +109% | +$1.25M | ﹤0.01% | 739 |
|
|
2024
Q4 | $1.22M | Buy |
+27,604
| New | +$1.22M | ﹤0.01% | 800 |
|
|
2016
Q1 | – | Sell |
-42,588
| Closed | -$464K | – | 849 |
|
|
2015
Q4 | $464K | Sell |
42,588
-384
| -0.9% | -$4.18K | ﹤0.01% | 804 |
|
|
2015
Q3 | $424K | Buy |
+42,972
| New | +$424K | ﹤0.01% | 832 |
|
|
2013
Q3 | – | Sell |
-109,840
| Closed | -$439K | – | 836 |
|
|
2013
Q2 | $439K | Buy |
+109,840
| New | +$439K | ﹤0.01% | 773 |
|