Richard W. Paul & Associates’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Buy |
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|
2025
Q1 | $398K | Sell |
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|
2024
Q4 | $635K | Sell |
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|
2024
Q3 | $527K | Sell |
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|
2024
Q2 | $470K | Sell |
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|
2024
Q1 | $433K | Sell |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $360K | Sell |
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|
2023
Q2 | $359K | Sell |
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|
2023
Q1 | $360K | Buy |
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|
2022
Q4 | $91.2K | Buy |
|