Rehmann Capital Advisory 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 | $226K | Buy |
+4,083
| New | +$226K | 0.01% | 545 |
|
|
2019
Q3 | $17.2K | Hold |
1,276
| – | – | ﹤0.01% | 911 |
|
|
2019
Q2 | $17.3K | Hold |
1,276
| – | – | ﹤0.01% | 1186 |
|
|
2019
Q1 | $16.5K | Hold |
1,276
| – | – | ﹤0.01% | 1178 |
|
|
2018
Q4 | $17.4K | Hold |
1,276
| – | – | ﹤0.01% | 896 |
|
|
2018
Q3 | $17.6K | Hold |
1,276
| – | – | ﹤0.01% | 1158 |
|
|
2018
Q2 | $20.5K | Hold |
1,276
| – | – | ﹤0.01% | 1101 |
|
|
2018
Q1 | $21K | Buy |
+1,276
| New | +$21K | ﹤0.01% | 1058 |
|