Mitchell & Pahl Private Wealth’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
Q3 | $2.13M | Sell |
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|
2025
Q2 | $1.73M | Buy |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $925K | Sell |
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|
2024
Q1 | $861K | Buy |
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|
2023
Q4 | $620K | Buy |
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|
2023
Q3 | $637K | Buy |
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|
2023
Q2 | $537K | Buy |
|
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|
2023
Q1 | $516K | Buy |
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|
2022
Q4 | $446K | Buy |
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|
2022
Q3 | $375K | Buy |
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|
2022
Q2 | $296K | Buy |
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|
2022
Q1 | $282K | Buy |
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|
2021
Q4 | $274K | Buy |
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