TD Asset Management’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Buy |
104,644
+79,294
| +313% | +$4.39M | ﹤0.01% | 750 |
|
|
2025
Q1 | $4.2M | Buy |
25,350
+6,601
| +35% | +$1.09M | ﹤0.01% | 809 |
|
|
2024
Q4 | $3.31M | Buy |
+18,749
| New | +$3.31M | ﹤0.01% | 868 |
|
|
2023
Q2 | – | Sell |
-18,335
| Closed | -$1.51M | – | 1439 |
|
|
2023
Q1 | $1.51M | Sell |
18,335
-679
| -4% | -$56.1K | ﹤0.01% | 1044 |
|
|
2022
Q4 | $1.38M | Buy |
+19,014
| New | +$1.38M | ﹤0.01% | 1083 |
|
|
2020
Q2 | – | Sell |
-13,454
| Closed | -$581K | – | 1371 |
|
|
2020
Q1 | $581K | Sell |
13,454
-473
| -3% | -$20.4K | ﹤0.01% | 1140 |
|
|
2019
Q4 | $649K | Sell |
13,927
-44,971
| -76% | -$2.1M | ﹤0.01% | 1194 |
|
|
2019
Q3 | $3.17M | Buy |
58,898
+14,064
| +31% | +$756K | ﹤0.01% | 799 |
|
|
2019
Q2 | $2.43M | Buy |
+44,834
| New | +$2.43M | ﹤0.01% | 870 |
|