Strategic Investment Advisors’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
Q2 | $686K | Sell |
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|
2025
Q1 | $627K | Sell |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $974K | Sell |
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|
2024
Q2 | $883K | Sell |
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|
2024
Q1 | $835K | Buy |
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|
2023
Q4 | $615K | Sell |
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|
2023
Q3 | $779K | Sell |
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|
2023
Q2 | $761K | Sell |
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|
2023
Q1 | $781K | Buy |
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|
2022
Q4 | $205K | Buy |
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