RWPA
Richard W. Paul & Associates’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Buy |
9,741
+7,339
| +306% | +$407K | 0.2% | 109 |
|
|
2025
Q1 | $398K | Sell |
2,402
-1,192
| -33% | -$197K | 0.16% | 126 |
|
|
2024
Q4 | $635K | Sell |
3,594
-186
| -5% | -$32.9K | 0.23% | 108 |
|
|
2024
Q3 | $527K | Sell |
3,780
-56
| -1% | -$7.8K | 0.19% | 119 |
|
|
2024
Q2 | $470K | Sell |
3,836
-42
| -1% | -$5.15K | 0.18% | 123 |
|
|
2024
Q1 | $433K | Sell |
3,878
-155
| -4% | -$17.3K | 0.17% | 127 |
|
|
2023
Q4 | $334K | Sell |
4,033
-126
| -3% | -$10.4K | 0.14% | 143 |
|
|
2023
Q3 | $360K | Sell |
4,159
-165
| -4% | -$14.3K | 0.16% | 122 |
|
|
2023
Q2 | $359K | Sell |
4,324
-41
| -0.9% | -$3.41K | 0.16% | 138 |
|
|
2023
Q1 | $360K | Buy |
4,365
+3,105
| +246% | +$256K | 0.17% | 136 |
|
|
2022
Q4 | $91.2K | Buy |
+1,260
| New | +$91.2K | 0.05% | 198 |
|