Personal Capital Advisors’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $44.8M | Buy |
2,477,552
+26,280
| +1% | +$475K | 0.22% | 106 |
|
|
2022
Q3 | $39.2M | Sell |
2,451,272
-577,080
| -19% | -$9.22M | 0.21% | 109 |
|
|
2022
Q2 | $41.6M | Buy |
3,028,352
+149,460
| +5% | +$2.06M | 0.22% | 102 |
|
|
2022
Q1 | $47.4M | Buy |
2,878,892
+148,488
| +5% | +$2.45M | 0.22% | 111 |
|
|
2021
Q4 | $54.3M | Buy |
2,730,404
+78,456
| +3% | +$1.56M | 0.25% | 91 |
|
|
2021
Q3 | $41.3M | Buy |
2,651,948
+177,176
| +7% | +$2.76M | 0.21% | 110 |
|
|
2021
Q2 | $40.7M | Buy |
2,474,772
+331,960
| +15% | +$5.45M | 0.21% | 108 |
|
|
2021
Q1 | $39.1M | Buy |
+2,142,812
| New | +$39.1M | 0.23% | 104 |
|