Northwestern Mutual Wealth Management’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 | $429K | Sell |
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|
2025
Q1 | $331K | Sell |
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|
2024
Q4 | $503K | Buy |
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|
2024
Q3 | $240K | Buy |
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|
2024
Q2 | $188K | Buy |
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|
2024
Q1 | $124K | Buy |
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|
2023
Q4 | $92K | Sell |
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|
2023
Q3 | $101K | Buy |
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|
2023
Q2 | $35.4K | Buy |
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|
2023
Q1 | $7.68K | Buy |
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|
2022
Q4 | $2.82K | Buy |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | $1K | Buy |
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|
2022
Q1 | $0 | Sell |
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|
2021
Q4 | $1K | Sell |
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|
2021
Q3 | $1K | Buy |
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|
2021
Q2 | $1K | Buy |
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|
2021
Q1 | $1K | Sell |
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|
2020
Q4 | $31K | Buy |
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|
2020
Q3 | $7K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3K | Hold |
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|
2018
Q4 | $3K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $11K | Buy |
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|
2017
Q3 | $7K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $6K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $7K | Sell |
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|
2016
Q1 | $9K | Buy |
|