Sequoia Financial Advisors’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
Q3 | $249K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $6.14M | Sell |
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|
2017
Q4 | $5.93M | Hold |
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|
2017
Q3 | $4.51M | Hold |
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|
2017
Q2 | $3.75M | Hold |
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|
2017
Q1 | $3.48M | Hold |
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|
2016
Q4 | $3.66M | Hold |
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|
2016
Q3 | $3.53M | Hold |
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|
2016
Q2 | $3.55M | Sell |
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|
2016
Q1 | $4.01M | Buy |
|