SIM
Studio Investment Management’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Buy |
11,332
+8,424
| +290% | +$467K | 0.13% | 108 |
|
|
2025
Q1 | $482K | Sell |
2,908
-315
| -10% | -$52.2K | 0.1% | 121 |
|
|
2024
Q4 | $569K | Sell |
3,223
-138
| -4% | -$24.4K | 0.12% | 104 |
|
|
2024
Q3 | $468K | Sell |
3,361
-41
| -1% | -$5.71K | 0.1% | 119 |
|
|
2024
Q2 | $417K | Buy |
3,402
+8
| +0.2% | +$981 | 0.09% | 115 |
|
|
2024
Q1 | $379K | Buy |
3,394
+300
| +10% | +$33.5K | 0.09% | 118 |
|
|
2023
Q4 | $256K | Sell |
3,094
-609
| -16% | -$50.5K | 0.07% | 134 |
|
|
2023
Q3 | $321K | Sell |
3,703
-58
| -2% | -$5.02K | 0.09% | 119 |
|
|
2023
Q2 | $312K | Buy |
3,761
+271
| +8% | +$22.5K | 0.09% | 115 |
|
|
2023
Q1 | $288K | Buy |
+3,490
| New | +$288K | 0.09% | 111 |
|