Mitchell & Pahl Private Wealth’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 | $1.73M | Buy |
31,248
+1,336
| +4% | +$74K | 0.76% | 51 |
|
|
2025
Q1 | $1.24M | Sell |
29,912
-872
| -3% | -$36.1K | 0.58% | 65 |
|
|
2024
Q4 | $1.36M | Buy |
30,784
+452
| +1% | +$20K | 0.64% | 59 |
|
|
2024
Q3 | $1.06M | Buy |
30,332
+140
| +0.5% | +$4.88K | 0.49% | 75 |
|
|
2024
Q2 | $925K | Sell |
30,192
-652
| -2% | -$20K | 0.49% | 79 |
|
|
2024
Q1 | $861K | Buy |
30,844
+944
| +3% | +$26.4K | 0.45% | 83 |
|
|
2023
Q4 | $620K | Buy |
29,900
+448
| +2% | +$9.29K | 0.35% | 107 |
|
|
2023
Q3 | $637K | Buy |
29,452
+3,608
| +14% | +$78.1K | 0.38% | 98 |
|
|
2023
Q2 | $537K | Buy |
25,844
+820
| +3% | +$17K | 0.32% | 105 |
|
|
2023
Q1 | $516K | Buy |
25,024
+368
| +1% | +$7.6K | 0.32% | 104 |
|
|
2022
Q4 | $446K | Buy |
24,656
+1,156
| +5% | +$20.9K | 0.29% | 114 |
|
|
2022
Q3 | $375K | Buy |
23,500
+1,988
| +9% | +$31.7K | 0.28% | 115 |
|
|
2022
Q2 | $296K | Buy |
21,512
+4,412
| +26% | +$60.7K | 0.21% | 134 |
|
|
2022
Q1 | $282K | Buy |
17,100
+3,312
| +24% | +$54.6K | 0.18% | 142 |
|
|
2021
Q4 | $274K | Buy |
+13,788
| New | +$274K | 0.18% | 137 |
|