Vestmark Advisory Solutions’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.88M | Sell |
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|
2025
Q1 | $13M | Buy |
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|
2024
Q4 | $6.94M | Buy |
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|
2024
Q3 | $5.26M | Buy |
|
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|
2024
Q2 | $4.33M | Buy |
|
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|
2024
Q1 | $3.81M | Buy |
|
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|
2023
Q4 | $2.63M | Buy |
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|
2023
Q3 | $2.66M | Sell |
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|
2023
Q2 | $7.36M | Buy |
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|
2023
Q1 | $7.11M | Buy |
|
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|
2022
Q4 | $6.21M | Buy |
|
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|
2022
Q3 | $5.35M | Buy |
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|
2022
Q2 | $4.24M | Buy |
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|
2022
Q1 | $4.55M | Buy |
|
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|
2021
Q4 | $5.39M | Buy |
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|
2021
Q3 | $3.94M | Buy |
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|
2021
Q2 | $3.82M | Buy |
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|
2021
Q1 | $3.89M | Buy |
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|
2020
Q4 | $1.71M | Buy |
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|
2020
Q3 | $1.25M | Buy |
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|
2020
Q2 | $955K | Buy |
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|
2020
Q1 | $841K | Buy |
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|
2019
Q4 | $823K | Buy |
|
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|
2019
Q3 | $910K | Buy |
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|
2019
Q2 | $771K | Buy |
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|
2019
Q1 | $653K | Buy |
|