Valley National Advisers’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $3K | Sell |
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|
2025
Q3 | $4K | Buy |
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|
2020
Q2 | – | Sell |
|
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|
2020
Q1 | $28K | Hold |
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|
2019
Q4 | $30K | Sell |
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|
2019
Q3 | $67K | Sell |
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|
2019
Q2 | $88K | Sell |
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|
2019
Q1 | $189K | Sell |
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|
2018
Q4 | $235K | Buy |
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|
2018
Q3 | $238K | Buy |
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|
2018
Q2 | $277K | Buy |
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|
2018
Q1 | $266K | Buy |
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|
2017
Q4 | $216K | Buy |
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|
2017
Q3 | $164K | Buy |
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|
2017
Q2 | $136K | Sell |
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|
2017
Q1 | $152K | Sell |
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|
2016
Q4 | $175K | Buy |
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