RWM
Revisor Wealth Management’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Buy |
10,475
+7,727
| +281% | +$455K | 0.22% | 98 |
|
|
2025
Q1 | $455K | Buy |
2,748
+686
| +33% | +$114K | 0.2% | 123 |
|
|
2024
Q4 | $370K | Sell |
2,062
-2,303
| -53% | -$413K | 0.34% | 57 |
|
|
2024
Q3 | $608K | Buy |
4,365
+1,053
| +32% | +$147K | 0.38% | 51 |
|
|
2024
Q2 | $406K | Sell |
3,312
-2,508
| -43% | -$307K | 0.28% | 80 |
|
|
2024
Q1 | $568K | Buy |
5,820
+3,207
| +123% | +$313K | 0.26% | 102 |
|
|
2023
Q4 | $217K | Sell |
2,613
-2,368
| -48% | -$196K | 0.25% | 128 |
|
|
2023
Q3 | $431K | Buy |
4,981
+1,962
| +65% | +$170K | 0.37% | 60 |
|
|
2023
Q2 | $251K | Sell |
3,019
-35
| -1% | -$2.91K | 0.23% | 134 |
|
|
2023
Q1 | $252K | Buy |
+3,054
| New | +$252K | 0.23% | 133 |
|