Montag & Associates’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 | $1.79K | Sell |
32
-12
| -27% | -$670 | ﹤0.01% | 852 |
|
|
2025
Q1 | $1.83K | Sell |
44
-16
| -27% | -$665 | ﹤0.01% | 900 |
|
|
2024
Q4 | $2.68K | Hold |
60
| – | – | ﹤0.01% | 871 |
|
|
2024
Q3 | $2.11K | Hold |
60
| – | – | ﹤0.01% | 917 |
|
|
2024
Q2 | $1.86K | Buy |
60
+4
| +7% | +$124 | ﹤0.01% | 873 |
|
|
2024
Q1 | $1.53K | Buy |
+56
| New | +$1.53K | ﹤0.01% | 884 |
|