Smartleaf Asset Management’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 | $67.4K | Sell |
1,249
-463
| -27% | -$25K | 0.01% | 1033 |
|
|
2025
Q1 | $70.5K | Sell |
1,712
-208
| -11% | -$8.57K | 0.01% | 987 |
|
|
2024
Q4 | $85.9K | Buy |
1,920
+488
| +34% | +$21.8K | 0.01% | 909 |
|
|
2024
Q3 | $49.3K | Buy |
1,432
+476
| +50% | +$16.4K | 0.01% | 923 |
|
|
2024
Q2 | $29.4K | Sell |
956
-96
| -9% | -$2.95K | ﹤0.01% | 887 |
|
|
2024
Q1 | $29.3K | Buy |
1,052
+192
| +22% | +$5.35K | 0.01% | 781 |
|
|
2023
Q4 | $17.9K | Buy |
+860
| New | +$17.9K | ﹤0.01% | 684 |
|