PIM
Pullen Investment Management’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
19,548
+14,650
| +299% | +$812K | 0.65% | 61 |
|
|
2025
Q1 | $811K | Sell |
4,898
-299
| -6% | -$49.5K | 0.51% | 75 |
|
|
2024
Q4 | $918K | Sell |
5,197
-386
| -7% | -$68.2K | 0.6% | 67 |
|
|
2024
Q3 | $778K | Sell |
5,583
-2,971
| -35% | -$414K | 0.57% | 65 |
|
|
2024
Q2 | $1.05M | Sell |
8,554
-367
| -4% | -$45K | 0.87% | 41 |
|
|
2024
Q1 | $997K | Buy |
+8,921
| New | +$997K | 0.84% | 42 |
|