TD Private Client Wealth’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
Q3 | $3.71M | Sell |
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|
2025
Q2 | $3.33M | Sell |
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|
2025
Q1 | $3.13M | Sell |
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|
2024
Q4 | $3.35M | Sell |
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|
2024
Q3 | $2.76M | Buy |
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|
2024
Q2 | $2.42M | Sell |
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|
2024
Q1 | $2.31M | Buy |
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|
2023
Q4 | $1.71M | Sell |
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|
2023
Q3 | $1.83M | Sell |
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|
2023
Q2 | $2.45M | Sell |
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|
2023
Q1 | $2.51M | Sell |
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|
2022
Q4 | $2.26M | Sell |
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|
2022
Q3 | $2.1M | Sell |
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|
2022
Q2 | $1.85M | Buy |
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|
2022
Q1 | $2.21M | Buy |
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|
2021
Q4 | $2.51M | Sell |
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|
2021
Q3 | $2.04M | Sell |
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|
2021
Q2 | $2.18M | Buy |
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|
2021
Q1 | $2.36M | Buy |
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|
2020
Q4 | $1.2M | Buy |
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|
2020
Q3 | $874K | Buy |
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|
2020
Q2 | $743K | Buy |
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|
2020
Q1 | $646K | Buy |
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|
2019
Q4 | $680K | Buy |
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