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Mosaic Family Wealth’s Interactive Brokers IBKR Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-300
Closed -$3K – 785
2017
Q3 		$3K Buy
+300
New +$3.06K ﹤0.01% 791

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CCM
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Mosaic Family Wealth's IBKR Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Interactive Brokers (IBKR) in Q4 2017, closing a stake of 300 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in IBKR in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 254 funds tracked by Wall St. Rank hold IBKR as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Interactive Brokers position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 300 Interactive Brokers shares in Q4 2017, an estimated $3K.
  • Mosaic Family Wealth first reported a position in Interactive Brokers in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Interactive Brokers position peaked at $3K in Q3 2017.
  • 254 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.