Wealth Alliance’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 | $486K | Sell |
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|
2025
Q1 | $418K | Sell |
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|
2024
Q4 | $505K | Sell |
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|
2024
Q3 | $435K | Buy |
|
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|
2024
Q2 | $349K | Sell |
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|
2024
Q1 | $361K | Buy |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $219K | Buy |
|