Strategic Investment Advisors’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 | $686K | Sell |
12,549
-2,591
| -17% | -$142K | 0.07% | 127 |
|
|
2025
Q1 | $627K | Sell |
15,140
-9,592
| -39% | -$397K | 0.07% | 139 |
|
|
2024
Q4 | $1.09M | Sell |
24,732
-3,236
| -12% | -$143K | 0.12% | 103 |
|
|
2024
Q3 | $974K | Sell |
27,968
-844
| -3% | -$29.4K | 0.11% | 117 |
|
|
2024
Q2 | $883K | Sell |
28,812
-1,080
| -4% | -$33.1K | 0.11% | 121 |
|
|
2024
Q1 | $835K | Buy |
29,892
+224
| +0.8% | +$6.26K | 0.11% | 123 |
|
|
2023
Q4 | $615K | Sell |
29,668
-6,324
| -18% | -$131K | 0.09% | 147 |
|
|
2023
Q3 | $779K | Sell |
35,992
-640
| -2% | -$13.9K | 0.13% | 116 |
|
|
2023
Q2 | $761K | Sell |
36,632
-1,220
| -3% | -$25.3K | 0.11% | 102 |
|
|
2023
Q1 | $781K | Buy |
37,852
+26,512
| +234% | +$547K | 0.14% | 112 |
|
|
2022
Q4 | $205K | Buy |
+11,340
| New | +$205K | 0.04% | 225 |
|