Navellier & 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 | $688K | Sell |
12,418
-98
| -0.8% | -$5.43K | 0.09% | 178 |
|
|
2025
Q1 | $562K | Sell |
12,516
-4,200
| -25% | -$189K | 0.08% | 200 |
|
|
2024
Q4 | $738K | Buy |
16,716
+3,880
| +30% | +$171K | 0.09% | 202 |
|
|
2024
Q3 | $447K | Sell |
12,836
-3,956
| -24% | -$138K | 0.06% | 233 |
|
|
2024
Q2 | $515K | Sell |
16,792
-440
| -3% | -$13.5K | 0.06% | 239 |
|
|
2024
Q1 | $481K | Buy |
17,232
+492
| +3% | +$13.7K | 0.06% | 245 |
|
|
2023
Q4 | $347K | Buy |
16,740
+376
| +2% | +$7.79K | 0.05% | 257 |
|
|
2023
Q3 | $354K | Buy |
16,364
+4,696
| +40% | +$102K | 0.06% | 237 |
|
|
2023
Q2 | $242K | Buy |
+11,668
| New | +$242K | 0.05% | 237 |
|