SteelPeak Wealth’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 | $1.85M | Sell |
33,361
-3,827
| -10% | -$212K | 0.07% | 194 |
|
|
2025
Q1 | $1.54M | Buy |
37,188
+20,784
| +127% | +$860K | 0.06% | 199 |
|
|
2024
Q4 | $725K | Buy |
16,404
+1,672
| +11% | +$73.8K | 0.03% | 276 |
|
|
2024
Q3 | $513K | Buy |
14,732
+1,368
| +10% | +$47.7K | 0.02% | 300 |
|
|
2024
Q2 | $410K | Buy |
+13,364
| New | +$410K | 0.02% | 322 |
|