Tyers Asset Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $2.67M | Buy |
198,848
+8,960
| +5% | +$120K | 0.09% | 192 |
|
2019
Q2 | $2.57M | Buy |
189,888
+78,272
| +70% | +$1.06M | 0.09% | 198 |
|
2019
Q1 | $1.45M | Sell |
111,616
-1,600
| -1% | -$20.8K | 0.05% | 257 |
|
2018
Q4 | $1.55M | Buy |
113,216
+20,096
| +22% | +$275K | 0.06% | 229 |
|
2018
Q3 | $1.29M | Buy |
93,120
+70,848
| +318% | +$980K | 0.04% | 261 |
|
2018
Q2 | $359K | Hold |
22,272
| – | – | 0.01% | 521 |
|
2018
Q1 | $374K | Buy |
22,272
+896
| +4% | +$15K | 0.01% | 494 |
|
2017
Q4 | $316K | Buy |
21,376
+1,856
| +10% | +$27.4K | 0.01% | 561 |
|
2017
Q3 | $220K | Buy |
19,520
+2,240
| +13% | +$25.2K | 0.01% | 608 |
|
2017
Q2 | $162K | Buy |
17,280
+6,912
| +67% | +$64.8K | 0.01% | 658 |
|
2017
Q1 | $90K | Buy |
10,368
+3,072
| +42% | +$26.7K | ﹤0.01% | 695 |
|
2016
Q4 | $67K | Buy |
+7,296
| New | +$67K | ﹤0.01% | 740 |
|