SJS Investment Consulting’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444 | Sell |
8
-8
| -50% | -$444 | ﹤0.01% | 1149 |
|
|
2025
Q1 | $663 | Sell |
16
-4
| -20% | -$166 | ﹤0.01% | 1147 |
|
|
2024
Q4 | $884 | Hold |
20
| – | – | ﹤0.01% | 1048 |
|
|
2024
Q3 | $697 | Buy |
20
+4
| +25% | +$139 | ﹤0.01% | 1202 |
|
|
2024
Q2 | $491 | Hold |
16
| – | – | ﹤0.01% | 1303 |
|
|
2024
Q1 | $447 | Sell |
16
-4
| -20% | -$112 | ﹤0.01% | 1325 |
|
|
2023
Q4 | $415 | Hold |
20
| – | – | ﹤0.01% | 1301 |
|
|
2023
Q3 | $433 | Buy |
20
+4
| +25% | +$87 | ﹤0.01% | 1262 |
|
|
2023
Q2 | $333 | Sell |
16
-4
| -20% | -$83 | ﹤0.01% | 1289 |
|
|
2023
Q1 | $413 | Sell |
20
-8
| -29% | -$165 | ﹤0.01% | 1200 |
|
|
2022
Q4 | $506 | Buy |
28
+16
| +133% | +$289 | ﹤0.01% | 1210 |
|
|
2022
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1263 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 996 |
|