Squar Milner Financial Services’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,652
| Closed | -$147K | – | 443 |
|
|
2020
Q1 | $147K | Buy |
13,652
+1,744
| +15% | +$18.8K | 0.09% | 205 |
|
|
2019
Q4 | $138K | Sell |
11,908
-8,816
| -43% | -$102K | 0.07% | 262 |
|
|
2019
Q3 | $250K | Buy |
20,724
+20,388
| +6,068% | +$246K | 0.13% | 179 |
|
|
2019
Q2 | $5K | Sell |
336
-500
| -60% | -$7.44K | ﹤0.01% | 593 |
|
|
2019
Q1 | $10K | Buy |
+836
| New | +$10K | 0.01% | 517 |
|
|
2018
Q4 | – | Sell |
-880
| Closed | -$12K | – | 751 |
|
|
2018
Q3 | $12K | Hold |
880
| – | – | 0.01% | 465 |
|
|
2018
Q2 | $14K | Buy |
+880
| New | +$14K | 0.01% | 530 |
|