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Meridian Wealth Partners’s Interactive Brokers IBKR Stock Holding History

Meridian Wealth Partners’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-136
Closed -$2K – 628
2021
Q1 		$2K Buy
+136
New +$2.45K ﹤0.01% 996

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CCM
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JFL
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AA
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Meridian Wealth Partners's IBKR Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Interactive Brokers (IBKR) in Q2 2021, closing a stake of 136 shares — an estimated $2K sold.

Meridian Wealth Partners first reported a position in IBKR in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 319 funds tracked by Wall St. Rank hold IBKR as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Interactive Brokers position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 136 Interactive Brokers shares in Q2 2021, an estimated $2K.
  • Meridian Wealth Partners first reported a position in Interactive Brokers in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Interactive Brokers position peaked at $2K in Q1 2021.
  • 319 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.