NewEdge Advisors’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
Q2 | $205K | Sell |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $524K | Buy |
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|
2024
Q3 | $192K | Buy |
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|
2024
Q2 | $164K | Buy |
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|
2024
Q1 | $132K | Sell |
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|
2023
Q4 | $107K | Sell |
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|
2023
Q3 | $343K | Buy |
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|
2023
Q2 | $274K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $10.8K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $349K | Buy |
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