Nisa Investment Advisors’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 | $286K | Sell |
5,168
-340
| -6% | -$18.8K | ﹤0.01% | 1129 |
|
|
2025
Q1 | $228K | Sell |
5,508
-400
| -7% | -$16.6K | ﹤0.01% | 1200 |
|
|
2024
Q4 | $261K | Buy |
5,908
+780
| +15% | +$34.5K | ﹤0.01% | 1219 |
|
|
2024
Q3 | $179K | Buy |
5,128
+560
| +12% | +$19.5K | ﹤0.01% | 1302 |
|
|
2024
Q2 | $140K | Sell |
4,568
-39,740
| -90% | -$1.22M | ﹤0.01% | 1395 |
|
|
2024
Q1 | $1.24M | Buy |
44,308
+40,500
| +1,064% | +$1.13M | 0.01% | 809 |
|
|
2023
Q4 | $78.9K | Sell |
3,808
-1,180
| -24% | -$24.5K | ﹤0.01% | 1502 |
|
|
2023
Q3 | $108K | Sell |
4,988
-37,640
| -88% | -$815K | ﹤0.01% | 1480 |
|
|
2023
Q2 | $885K | Sell |
42,628
-90,140
| -68% | -$1.87M | 0.01% | 911 |
|
|
2023
Q1 | $2.74M | Sell |
132,768
-57,180
| -30% | -$1.18M | 0.02% | 578 |
|
|
2022
Q4 | $3.44M | Buy |
189,948
+186,680
| +5,712% | +$3.38M | 0.03% | 557 |
|
|
2022
Q3 | $57K | Buy |
3,268
+1,668
| +104% | +$29.1K | ﹤0.01% | 1697 |
|
|
2022
Q2 | $22K | Hold |
1,600
| – | – | ﹤0.01% | 2023 |
|
|
2022
Q1 | $26K | Hold |
1,600
| – | – | ﹤0.01% | 2004 |
|
|
2021
Q4 | $27K | Hold |
1,600
| – | – | ﹤0.01% | 1869 |
|
|
2021
Q3 | $25 | Hold |
1,600
| – | – | ﹤0.01% | 2044 |
|
|
2021
Q2 | $26 | Hold |
1,600
| – | – | ﹤0.01% | 2084 |
|
|
2021
Q1 | $29 | Hold |
1,600
| – | – | ﹤0.01% | 2075 |
|
|
2020
Q4 | $24K | Hold |
1,600
| – | – | ﹤0.01% | 2096 |
|
|
2020
Q3 | $19K | Hold |
1,600
| – | – | ﹤0.01% | 2038 |
|
|
2020
Q2 | $17K | Hold |
1,600
| – | – | ﹤0.01% | 1808 |
|
|
2020
Q1 | $17K | Hold |
1,600
| – | – | ﹤0.01% | 1736 |
|
|
2019
Q4 | $19K | Sell |
1,600
-4,400
| -73% | -$52.3K | ﹤0.01% | 1698 |
|
|
2019
Q3 | $81K | Sell |
6,000
-2,000
| -25% | -$27K | ﹤0.01% | 1487 |
|
|
2019
Q2 | $108K | Hold |
8,000
| – | – | ﹤0.01% | 1407 |
|
|
2019
Q1 | $104K | Hold |
8,000
| – | – | ﹤0.01% | 1423 |
|
|
2018
Q4 | $109K | Buy |
8,000
+2,000
| +33% | +$27.3K | ﹤0.01% | 1358 |
|
|
2018
Q3 | $83K | Hold |
6,000
| – | – | ﹤0.01% | 1417 |
|
|
2018
Q2 | $97K | Hold |
6,000
| – | – | ﹤0.01% | 1368 |
|
|
2018
Q1 | $101K | Hold |
6,000
| – | – | ﹤0.01% | 1351 |
|
|
2017
Q4 | $89K | Hold |
6,000
| – | – | ﹤0.01% | 1397 |
|
|
2017
Q3 | $68K | Hold |
6,000
| – | – | ﹤0.01% | 1419 |
|
|
2017
Q2 | $56K | Hold |
6,000
| – | – | ﹤0.01% | 1400 |
|
|
2017
Q1 | $52K | Hold |
6,000
| – | – | ﹤0.01% | 1438 |
|
|
2016
Q4 | $55K | Buy |
+6,000
| New | +$55K | ﹤0.01% | 1418 |
|