Spire Wealth 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 | $1.15M | Buy |
20,745
+1,701
| +9% | +$94.3K | 0.04% | 338 |
|
|
2025
Q1 | $788K | Buy |
19,044
+8,104
| +74% | +$335K | 0.03% | 459 |
|
|
2024
Q4 | $483K | Buy |
10,940
+1,704
| +18% | +$75.3K | 0.02% | 553 |
|
|
2024
Q3 | $322K | Buy |
9,236
+1,572
| +21% | +$54.8K | 0.01% | 624 |
|
|
2024
Q2 | $235K | Buy |
7,664
+6,476
| +545% | +$198K | 0.01% | 681 |
|
|
2024
Q1 | $33.2K | Hold |
1,188
| – | – | ﹤0.01% | 1357 |
|
|
2023
Q4 | $26.7K | Buy |
1,188
+76
| +7% | +$1.71K | ﹤0.01% | 1431 |
|
|
2023
Q3 | $24.1K | Sell |
1,112
-2,960
| -73% | -$64.1K | ﹤0.01% | 1433 |
|
|
2023
Q2 | $84.6K | Hold |
4,072
| – | – | ﹤0.01% | 1021 |
|
|
2023
Q1 | $84K | Buy |
4,072
+432
| +12% | +$8.92K | ﹤0.01% | 1018 |
|
|
2022
Q4 | $66K | Sell |
3,640
-180
| -5% | -$3.26K | ﹤0.01% | 888 |
|
|
2022
Q3 | $61K | Sell |
3,820
-432
| -10% | -$6.9K | ﹤0.01% | 884 |
|
|
2022
Q2 | $58K | Hold |
4,252
| – | – | ﹤0.01% | 1230 |
|
|
2022
Q1 | $70K | Sell |
4,252
-1,728
| -29% | -$28.4K | ﹤0.01% | 1314 |
|
|
2021
Q4 | $119K | Buy |
5,980
+1,024
| +21% | +$20.4K | ﹤0.01% | 1325 |
|
|
2021
Q3 | $77K | Buy |
4,956
+264
| +6% | +$4.1K | ﹤0.01% | 1295 |
|
|
2021
Q2 | $77K | Sell |
4,692
-1,020
| -18% | -$16.7K | ﹤0.01% | 1303 |
|
|
2021
Q1 | $104K | Buy |
+5,712
| New | +$104K | ﹤0.01% | 1387 |
|