Wealth Enhancement Advisory Services’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Buy |
290,303
+96,847
| +50% | +$5.62M | 0.03% | 473 |
|
|
2025
Q1 | $8.01M | Buy |
193,456
+137,456
| +245% | +$5.69M | 0.02% | 658 |
|
|
2024
Q4 | $2.47M | Buy |
56,000
+5,508
| +11% | +$243K | ﹤0.01% | 1065 |
|
|
2024
Q3 | $1.76M | Sell |
50,492
-7,400
| -13% | -$258K | ﹤0.01% | 1118 |
|
|
2024
Q2 | $1.77M | Buy |
57,892
+2,044
| +4% | +$62.7K | ﹤0.01% | 1032 |
|
|
2024
Q1 | $1.56M | Sell |
55,848
-70,652
| -56% | -$1.97M | ﹤0.01% | 1054 |
|
|
2023
Q4 | $2.62M | Buy |
126,500
+78,236
| +162% | +$1.62M | 0.01% | 808 |
|
|
2023
Q3 | $1.04M | Buy |
+48,264
| New | +$1.04M | ﹤0.01% | 1073 |
|