Sequoia Financial Advisors’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-365,024
| Closed | -$6.14M | – | 314 |
|
|
2018
Q1 | $6.14M | Sell |
365,024
-35,776
| -9% | -$601K | 0.65% | 27 |
|
|
2017
Q4 | $5.93M | Hold |
400,800
| – | – | 0.63% | 29 |
|
|
2017
Q3 | $4.51M | Hold |
400,800
| – | – | 0.53% | 37 |
|
|
2017
Q2 | $3.75M | Hold |
400,800
| – | – | 0.46% | 49 |
|
|
2017
Q1 | $3.48M | Hold |
400,800
| – | – | 0.44% | 52 |
|
|
2016
Q4 | $3.66M | Hold |
400,800
| – | – | 0.52% | 41 |
|
|
2016
Q3 | $3.53M | Hold |
400,800
| – | – | 0.66% | 26 |
|
|
2016
Q2 | $3.55M | Sell |
400,800
-7,200
| -2% | -$63.7K | 0.99% | 22 |
|
|
2016
Q1 | $4.01M | Buy |
+408,000
| New | +$4.01M | 1.3% | 18 |
|