TSW
Thompson Siegel & Walmsley’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.77M | Buy |
176,356
+169,456
| +2,456% | +$9.39M | 0.16% | 133 |
|
|
2025
Q1 | $1.14M | Buy |
6,900
+2,400
| +53% | +$398K | 0.02% | 274 |
|
|
2024
Q4 | $795K | Sell |
4,500
-24,900
| -85% | -$4.4M | 0.01% | 291 |
|
|
2024
Q3 | $4.1M | Buy |
+29,400
| New | +$4.1M | 0.06% | 213 |
|