WI
WBI Investments’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
42,245
+23,245
| +122% | +$1.29M | 0.61% | 30 |
|
|
2025
Q1 | $3.15M | Sell |
19,000
-12,409
| -40% | -$2.05M | 0.83% | 23 |
|
|
2024
Q4 | $5.55M | Buy |
+31,409
| New | +$5.55M | 1.39% | 9 |
|
|
2023
Q2 | – | Sell |
-23,656
| Closed | -$1.95M | – | 202 |
|
|
2023
Q1 | $1.95M | Buy |
+23,656
| New | +$1.95M | 0.39% | 69 |
|
|
2019
Q3 | – | Sell |
-36,159
| Closed | -$1.96M | – | 244 |
|
|
2019
Q2 | $1.96M | Buy |
+36,159
| New | +$1.96M | 0.17% | 119 |
|