Successful Portfolios’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-17,452
Closed -$241K 132
2018
Q3
$241K Sell
17,452
-9,628
-36% -$133K 0.26% 114
2018
Q2
$436K Sell
27,080
-308
-1% -$4.96K 0.51% 61
2018
Q1
$460K Sell
27,388
-740
-3% -$12.4K 0.56% 56
2017
Q4
$416K Buy
+28,128
New +$416K 0.52% 64