Virtue Capital Management’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
$1.88M Sell
29,444
-428
-1% -$30.6K 0.29% 63
2025
Q4
$2.01M Buy
29,872
+27,635
+1,235% +$1.85M 0.31% 54
2025
Q3
$439K Sell
2,237
-27,563
-92% -$1.73M 0.07% 190
2025
Q2
$1.65M Sell
29,800
-2,972
-9% -$141K 0.3% 54
2025
Q1
$1.35M Buy
32,772
+5,324
+19% +$264K 0.16% 106
2024
Q4
$1.21M Buy
27,448
+1,648
+6% +$69.4K 0.24% 67
2024
Q3
$899K Buy
25,800
+656
+3% +$20.3K 0.18% 93
2024
Q2
$767K Buy
+25,144
New +$750K 0.13% 145
2018
Q4
Sell
-271,728
Closed -$3.76M 155
2018
Q3
$3.76M Buy
+271,728
New +$4.12M 0.79% 40
2018
Q2
Sell
-61,056
Closed -$1.13M 312
2018
Q1
$1.13M Buy
+61,056
New +$1.01M 0.59% 31

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