Smith Group Asset Management’s Interactive Brokers IBKR Stock Holding History

Smith Group Asset Management’s Portfolio IBKR Stock Details IBKR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$387K	Buy
2024 Q2	–	Sell
2024 Q1	$12.9M	Sell
2023 Q4	$13.5M	Buy
2018 Q4	–	Sell
2018 Q3	$25K	Hold
2018 Q2	$30K	Buy