Stonebridge Capital Advisors’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-692
| Closed | -$15K | – | 489 |
|
|
2023
Q3 | $15K | Hold |
692
| – | – | ﹤0.01% | 542 |
|
|
2023
Q2 | $14.4K | Hold |
692
| – | – | ﹤0.01% | 559 |
|
|
2023
Q1 | $14.3K | Hold |
692
| – | – | ﹤0.01% | 553 |
|
|
2022
Q4 | $12.5K | Hold |
692
| – | – | ﹤0.01% | 562 |
|
|
2022
Q3 | $11K | Buy |
692
+56
| +9% | +$890 | ﹤0.01% | 561 |
|
|
2022
Q2 | $9K | Buy |
+636
| New | +$9K | ﹤0.01% | 616 |
|