UMB Bank’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 | $248K | Sell |
4,476
-136
| -3% | -$7.54K | ﹤0.01% | 548 |
|
|
2025
Q1 | $191K | Buy |
4,612
+2,660
| +136% | +$110K | ﹤0.01% | 584 |
|
|
2024
Q4 | $86.2K | Buy |
1,952
+800
| +69% | +$35.3K | ﹤0.01% | 735 |
|
|
2024
Q3 | $40.1K | Buy |
1,152
+896
| +350% | +$31.2K | ﹤0.01% | 937 |
|
|
2024
Q2 | $7.85K | Buy |
256
+144
| +129% | +$4.41K | ﹤0.01% | 1317 |
|
|
2024
Q1 | $3.13K | Buy |
+112
| New | +$3.13K | ﹤0.01% | 1441 |
|
|
2022
Q3 | – | Sell |
-76
| Closed | -$1K | – | 1857 |
|
|
2022
Q2 | $1K | Sell |
76
-36
| -32% | -$474 | ﹤0.01% | 1833 |
|
|
2022
Q1 | $2K | Hold |
112
| – | – | ﹤0.01% | 1829 |
|
|
2021
Q4 | $2K | Buy |
+112
| New | +$2K | ﹤0.01% | 1813 |
|