Spire Wealth Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.48M | Buy |
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|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $788K | Buy |
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|
2024
Q4 | $483K | Buy |
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|
2024
Q3 | $322K | Buy |
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|
2024
Q2 | $235K | Buy |
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|
2024
Q1 | $33.2K | Hold |
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|
2023
Q4 | $26.7K | Buy |
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|
2023
Q3 | $24.1K | Sell |
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|
2023
Q2 | $84.6K | Hold |
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|
2023
Q1 | $84K | Buy |
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|
2022
Q4 | $66K | Sell |
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|
2022
Q3 | $61K | Sell |
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|
2022
Q2 | $58K | Hold |
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|
2022
Q1 | $70K | Sell |
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|
2021
Q4 | $119K | Buy |
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|
2021
Q3 | $77K | Buy |
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|
2021
Q2 | $77K | Sell |
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|
2021
Q1 | $104K | Buy |
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