Mercer Global Advisors’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 | $1.54M | Sell |
27,759
-629
| -2% | -$34.9K | ﹤0.01% | 968 |
|
|
2025
Q1 | $1.18M | Buy |
28,388
+7,656
| +37% | +$317K | ﹤0.01% | 1057 |
|
|
2024
Q4 | $916K | Sell |
20,732
-7,164
| -26% | -$316K | ﹤0.01% | 1150 |
|
|
2024
Q3 | $964K | Buy |
27,896
+2,588
| +10% | +$89.5K | ﹤0.01% | 1031 |
|
|
2024
Q2 | $776K | Buy |
25,308
+1,292
| +5% | +$39.6K | ﹤0.01% | 1091 |
|
|
2024
Q1 | $671K | Buy |
24,016
+396
| +2% | +$11.1K | ﹤0.01% | 1131 |
|
|
2023
Q4 | $489K | Buy |
23,620
+5,980
| +34% | +$124K | ﹤0.01% | 1337 |
|
|
2023
Q3 | $382K | Buy |
17,640
+7,056
| +67% | +$153K | ﹤0.01% | 1388 |
|
|
2023
Q2 | $220K | Sell |
10,584
-764
| -7% | -$15.9K | ﹤0.01% | 1692 |
|
|
2023
Q1 | $234K | Buy |
+11,348
| New | +$234K | ﹤0.01% | 1646 |
|
|
2022
Q2 | – | Sell |
-12,256
| Closed | -$202K | – | 1867 |
|
|
2022
Q1 | $202K | Buy |
+12,256
| New | +$202K | ﹤0.01% | 1725 |
|