NewSquare Capital’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
$17.8K Buy
2025
Q1
$5.96K Buy
2024
Q4
$177 Buy
2021
Q3
Sell
2021
Q2
$167K Hold
2021
Q1
$185K Buy