Mutual of America Capital Management’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 | $12M | Sell |
216,743
-7,409
| -3% | -$411K | 0.13% | 138 |
|
|
2025
Q1 | $9.28M | Sell |
224,152
-5,904
| -3% | -$244K | 0.11% | 183 |
|
|
2024
Q4 | $10.2M | Sell |
230,056
-5,224
| -2% | -$231K | 0.11% | 166 |
|
|
2024
Q3 | $8.2M | Sell |
235,280
-10,024
| -4% | -$349K | 0.09% | 251 |
|
|
2024
Q2 | $7.52M | Sell |
245,304
-9,752
| -4% | -$299K | 0.08% | 258 |
|
|
2024
Q1 | $7.12M | Sell |
255,056
-8,548
| -3% | -$239K | 0.08% | 296 |
|
|
2023
Q4 | $5.46M | Sell |
263,604
-13,628
| -5% | -$282K | 0.06% | 390 |
|
|
2023
Q3 | $6M | Sell |
277,232
-22,080
| -7% | -$478K | 0.07% | 296 |
|
|
2023
Q2 | $6.22M | Sell |
299,312
-30,968
| -9% | -$643K | 0.07% | 332 |
|
|
2023
Q1 | $6.82M | Sell |
330,280
-6,944
| -2% | -$143K | 0.08% | 300 |
|
|
2022
Q4 | $6.1M | Buy |
337,224
+7,524
| +2% | +$136K | 0.08% | 342 |
|
|
2022
Q3 | $5.27M | Buy |
329,700
+37,208
| +13% | +$595K | 0.07% | 374 |
|
|
2022
Q2 | $4.02M | Sell |
292,492
-26,204
| -8% | -$360K | 0.05% | 541 |
|
|
2022
Q1 | $5.25M | Buy |
318,696
+6,128
| +2% | +$101K | 0.06% | 508 |
|
|
2021
Q4 | $6.21M | Buy |
312,568
+4,864
| +2% | +$96.6K | 0.06% | 445 |
|
|
2021
Q3 | $4.8M | Buy |
307,704
+22,252
| +8% | +$347K | 0.05% | 546 |
|
|
2021
Q2 | $4.69M | Sell |
285,452
-6,636
| -2% | -$109K | 0.05% | 562 |
|
|
2021
Q1 | $5.33M | Sell |
292,088
-14,192
| -5% | -$259K | 0.06% | 463 |
|
|
2020
Q4 | $4.67M | Buy |
306,280
+10,980
| +4% | +$167K | 0.05% | 482 |
|
|
2020
Q3 | $3.57M | Buy |
295,300
+6,216
| +2% | +$75.1K | 0.05% | 532 |
|
|
2020
Q2 | $3.02M | Buy |
289,084
+3,276
| +1% | +$34.2K | 0.04% | 608 |
|
|
2020
Q1 | $3.09M | Buy |
285,808
+6,512
| +2% | +$70.3K | 0.05% | 493 |
|
|
2019
Q4 | $3.26M | Buy |
279,296
+5,136
| +2% | +$59.9K | 0.04% | 676 |
|
|
2019
Q3 | $3.69M | Buy |
274,160
+8,244
| +3% | +$111K | 0.05% | 554 |
|
|
2019
Q2 | $3.6M | Sell |
265,916
-176
| -0.1% | -$2.38K | 0.05% | 573 |
|
|
2019
Q1 | $3.45M | Buy |
266,092
+3,848
| +1% | +$49.9K | 0.05% | 589 |
|
|
2018
Q4 | $3.58M | Buy |
262,244
+3,312
| +1% | +$45.3K | 0.06% | 503 |
|
|
2018
Q3 | $3.58M | Buy |
258,932
+13,608
| +6% | +$188K | 0.05% | 599 |
|
|
2018
Q2 | $3.95M | Buy |
245,324
+9,744
| +4% | +$157K | 0.06% | 525 |
|
|
2018
Q1 | $3.96M | Buy |
235,580
+1,052
| +0.4% | +$17.7K | 0.06% | 516 |
|
|
2017
Q4 | $3.47M | Buy |
+234,528
| New | +$3.47M | 0.05% | 592 |
|