Palouse Capital Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-51,088
| Closed | -$1.06M | – | 71 |
|
|
2023
Q2 | $1.06M | Sell |
51,088
-3,400
| -6% | -$70.6K | 0.74% | 56 |
|
|
2023
Q1 | $1.12M | Sell |
54,488
-15,476
| -22% | -$319K | 0.76% | 54 |
|
|
2022
Q4 | $9.99M | Sell |
69,964
-4,736
| -6% | -$676K | 0.69% | 43 |
|
|
2022
Q3 | $1.19M | Sell |
74,700
-852
| -1% | -$13.6K | 0.68% | 57 |
|
|
2022
Q2 | $1.04M | Sell |
75,552
-1,868
| -2% | -$25.7K | 0.52% | 63 |
|
|
2022
Q1 | $1.28M | Sell |
77,420
-2,104
| -3% | -$34.7K | 0.56% | 62 |
|
|
2021
Q4 | $1.58M | Sell |
79,524
-43,476
| -35% | -$863K | 0.67% | 57 |
|
|
2021
Q3 | $1.92M | Buy |
123,000
+7,392
| +6% | +$115K | 0.85% | 50 |
|
|
2021
Q2 | $1.9M | Buy |
+115,608
| New | +$1.9M | 0.83% | 54 |
|