Thrive Wealth Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
8,691
-1,421
| -14% | -$78.7K | 0.08% | 126 |
|
|
2025
Q1 | $419K | Buy |
10,112
+1,220
| +14% | +$50.5K | 0.08% | 127 |
|
|
2024
Q4 | $393K | Sell |
8,892
-388
| -4% | -$17.1K | 0.07% | 134 |
|
|
2024
Q3 | $323K | Sell |
9,280
-52
| -0.6% | -$1.81K | 0.06% | 159 |
|
|
2024
Q2 | $286K | Buy |
9,332
+528
| +6% | +$16.2K | 0.06% | 167 |
|
|
2024
Q1 | $246K | Buy |
+8,804
| New | +$246K | 0.05% | 182 |
|
|
2023
Q3 | – | Sell |
-11,164
| Closed | -$232K | – | 176 |
|
|
2023
Q2 | $232K | Buy |
11,164
+156
| +1% | +$3.24K | 0.06% | 160 |
|
|
2023
Q1 | $227K | Buy |
+11,008
| New | +$227K | 0.06% | 151 |
|