MBM Wealth Consultants’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 | $977K | Sell |
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|
2025
Q1 | $864K | Sell |
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|
2024
Q4 | $960K | Buy |
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|
2024
Q3 | $728K | Buy |
|
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|
2024
Q2 | $606K | Sell |
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|
2024
Q1 | $585K | Sell |
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|
2023
Q4 | $533K | Buy |
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|
2023
Q3 | $473K | Buy |
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|
2023
Q2 | $425K | Buy |
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|
2023
Q1 | $378K | Hold |
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|
2022
Q4 | $279K | Buy |
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