Mercer Global Advisors’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 | $1.54M | Sell |
|
|||||
|
2025
Q1 | $1.18M | Buy |
|
|||||
|
2024
Q4 | $916K | Sell |
|
|||||
|
2024
Q3 | $964K | Buy |
|
|||||
|
2024
Q2 | $776K | Buy |
|
|||||
|
2024
Q1 | $671K | Buy |
|
|||||
|
2023
Q4 | $489K | Buy |
|
|||||
|
2023
Q3 | $382K | Buy |
|
|||||
|
2023
Q2 | $220K | Sell |
|
|||||
|
2023
Q1 | $234K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $202K | Buy |
|