Toth Financial Advisory’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-40
| Closed | -$1.77K | – | 733 |
|
|
2024
Q4 | $1.77K | Buy |
+40
| New | +$1.77K | ﹤0.01% | 596 |
|
|
2023
Q3 | – | Sell |
-60
| Closed | -$1.25K | – | 802 |
|
|
2023
Q2 | $1.25K | Hold |
60
| – | – | ﹤0.01% | 706 |
|
|
2023
Q1 | $1.24K | Hold |
60
| – | – | ﹤0.01% | 723 |
|
|
2022
Q4 | $1.09K | Hold |
60
| – | – | ﹤0.01% | 655 |
|
|
2022
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 687 |
|
|
2022
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 644 |
|
|
2022
Q1 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 663 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 556 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 478 |
|