Piedmont 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-30,652
| Closed | -$331K | – | 326 |
|
|
2020
Q1 | $331K | Buy |
30,652
+1,736
| +6% | +$18.7K | 0.01% | 566 |
|
|
2019
Q4 | $337K | Sell |
28,916
-4,016
| -12% | -$46.8K | 0.01% | 694 |
|
|
2019
Q3 | $443K | Sell |
32,932
-2,112
| -6% | -$28.4K | 0.02% | 572 |
|
|
2019
Q2 | $475K | Buy |
35,044
+7,116
| +25% | +$96.5K | 0.02% | 566 |
|
|
2019
Q1 | $362K | Buy |
27,928
+508
| +2% | +$6.59K | 0.01% | 706 |
|
|
2018
Q4 | $375K | Buy |
27,420
+7,956
| +41% | +$109K | 0.02% | 598 |
|
|
2018
Q3 | $269K | Buy |
19,464
+19,456
| +243,200% | +$269K | 0.01% | 835 |
|
|
2018
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2888 |
|
|
2017
Q4 | – | Sell |
-62,268
| Closed | -$701K | – | 781 |
|
|
2017
Q3 | $701K | Buy |
62,268
+3,464
| +6% | +$39K | 0.01% | 346 |
|
|
2017
Q2 | $550K | Buy |
+58,804
| New | +$550K | 0.01% | 397 |
|