Oppenheimer Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.21M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $3K | Hold |
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|
2019
Q2 | $3K | Hold |
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|
2019
Q1 | $3K | Sell |
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|
2018
Q4 | $3K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3K | Sell |
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|
2017
Q2 | $3K | Sell |
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|
2017
Q1 | $269K | Buy |
|