WBI Investments’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
$2.34M Sell
2025
Q1
$3.15M Sell
2024
Q4
$5.55M Buy
2023
Q2
Sell
2023
Q1
$1.95M Buy
2019
Q3
Sell
2019
Q2
$1.96M Buy