Rise Advisors’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 | $47.8K | Buy |
862
+2
| +0.2% | +$111 | 0.02% | 247 |
|
|
2025
Q1 | $35.6K | Sell |
860
-204
| -19% | -$8.45K | 0.02% | 288 |
|
|
2024
Q4 | $46.9K | Buy |
1,064
+4
| +0.4% | +$176 | 0.02% | 239 |
|
|
2024
Q3 | $37K | Hold |
1,060
| – | – | 0.02% | 317 |
|
|
2024
Q2 | $32.5K | Buy |
1,060
+4
| +0.4% | +$123 | 0.02% | 340 |
|
|
2024
Q1 | $29.5K | Buy |
+1,056
| New | +$29.5K | 0.02% | 391 |
|