swisspartners’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $348K | Buy |
19,264
+864
| +5% | +$15.6K | 0.44% | 45 |
|
|
2022
Q3 | $294K | Hold |
18,400
| – | – | 0.3% | 57 |
|
|
2022
Q2 | $261K | Hold |
18,400
| – | – | 0.25% | 60 |
|
|
2022
Q1 | $303K | Hold |
18,400
| – | – | 0.24% | 65 |
|
|
2021
Q4 | $370K | Hold |
18,400
| – | – | 0.26% | 64 |
|
|
2021
Q3 | $287K | Hold |
18,400
| – | – | 0.22% | 66 |
|
|
2021
Q2 | $302K | Hold |
18,400
| – | – | 0.21% | 71 |
|
|
2021
Q1 | $337K | Sell |
18,400
-255,332
| -93% | -$4.68M | 0.27% | 64 |
|
|
2020
Q4 | $4.1M | Buy |
+273,732
| New | +$4.1M | 3.59% | 11 |
|