MBM Wealth Consultants’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 | $977K | Sell |
17,638
-3,230
| -15% | -$179K | 0.26% | 51 |
|
|
2025
Q1 | $864K | Sell |
20,868
-176
| -0.8% | -$7.29K | 0.26% | 53 |
|
|
2024
Q4 | $960K | Buy |
21,044
+136
| +0.7% | +$6.2K | 0.29% | 52 |
|
|
2024
Q3 | $728K | Buy |
20,908
+1,556
| +8% | +$54.2K | 0.23% | 55 |
|
|
2024
Q2 | $606K | Sell |
19,352
-1,592
| -8% | -$49.9K | 0.21% | 56 |
|
|
2024
Q1 | $585K | Sell |
20,944
-2,640
| -11% | -$73.7K | 0.21% | 57 |
|
|
2023
Q4 | $533K | Buy |
23,584
+1,356
| +6% | +$30.6K | 0.2% | 57 |
|
|
2023
Q3 | $473K | Buy |
22,228
+2,264
| +11% | +$48.2K | 0.21% | 58 |
|
|
2023
Q2 | $425K | Buy |
19,964
+4,344
| +28% | +$92.5K | 0.18% | 61 |
|
|
2023
Q1 | $378K | Hold |
15,620
| – | – | 0.15% | 62 |
|
|
2022
Q4 | $279K | Buy |
+15,620
| New | +$279K | 0.13% | 78 |
|