NewSquare Capital’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 | $17.8K | Buy |
321
+177
| +123% | +$9.81K | ﹤0.01% | 502 |
|
|
2025
Q1 | $5.96K | Buy |
144
+140
| +3,500% | +$5.8K | ﹤0.01% | 647 |
|
|
2024
Q4 | $177 | Buy |
+4
| New | +$177 | ﹤0.01% | 874 |
|
|
2021
Q3 | – | Sell |
-10,140
| Closed | -$167K | – | 370 |
|
|
2021
Q2 | $167K | Hold |
10,140
| – | – | 0.02% | 157 |
|
|
2021
Q1 | $185K | Buy |
+10,140
| New | +$185K | 0.02% | 143 |
|