Prestige Wealth Management Group’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33K | Hold |
24
| – | – | ﹤0.01% | 811 |
|
|
2025
Q1 | $994 | Hold |
24
| – | – | ﹤0.01% | 853 |
|
|
2024
Q4 | $1.06K | Hold |
24
| – | – | ﹤0.01% | 872 |
|
|
2024
Q3 | $837 | Hold |
24
| – | – | ﹤0.01% | 904 |
|
|
2024
Q2 | $736 | Hold |
24
| – | – | ﹤0.01% | 869 |
|
|
2024
Q1 | $671 | Hold |
24
| – | – | ﹤0.01% | 923 |
|
|
2023
Q4 | $498 | Hold |
24
| – | – | ﹤0.01% | 946 |
|
|
2023
Q3 | $520 | Hold |
24
| – | – | ﹤0.01% | 953 |
|
|
2023
Q2 | $499 | Hold |
24
| – | – | ﹤0.01% | 985 |
|
|
2023
Q1 | $496 | Sell |
24
-64
| -73% | -$1.32K | ﹤0.01% | 982 |
|
|
2022
Q4 | $1.59K | Buy |
88
+64
| +267% | +$1.16K | ﹤0.01% | 878 |
|
|
2022
Q3 | $0 | Hold |
24
| – | – | ﹤0.01% | 1008 |
|
|
2022
Q2 | $0 | Hold |
24
| – | – | ﹤0.01% | 1014 |
|
|
2022
Q1 | $0 | Hold |
24
| – | – | ﹤0.01% | 1008 |
|
|
2021
Q4 | $0 | Hold |
24
| – | – | ﹤0.01% | 1021 |
|
|
2021
Q3 | $0 | Hold |
24
| – | – | ﹤0.01% | 1009 |
|
|
2021
Q2 | $0 | Hold |
24
| – | – | ﹤0.01% | 997 |
|
|
2021
Q1 | $0 | Hold |
24
| – | – | ﹤0.01% | 994 |
|
|
2020
Q4 | $0 | Buy |
+24
| New | – | ﹤0.01% | 983 |
|
|
2019
Q1 | – | Sell |
-56
| Closed | -$1K | – | 793 |
|
|
2018
Q4 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 1034 |
|