Sigma Planning Corp’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 | – | Sell |
-6,232
| Closed | -$258K | – | 1277 |
|
|
2025
Q1 | $258K | Sell |
6,232
-788
| -11% | -$32.6K | 0.01% | 1019 |
|
|
2024
Q4 | $310K | Buy |
7,020
+568
| +9% | +$25.1K | 0.01% | 912 |
|
|
2024
Q3 | $225K | Buy |
+6,452
| New | +$225K | 0.01% | 1085 |
|
|
2023
Q2 | – | Sell |
-26,324
| Closed | -$543K | – | 1280 |
|
|
2023
Q1 | $543K | Buy |
+26,324
| New | +$543K | 0.02% | 758 |
|