Wealthfront Advisers’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 | $6.06M | Buy |
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|
2025
Q1 | $4.19M | Buy |
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|
2024
Q4 | $3.99M | Buy |
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|
2024
Q3 | $2.66M | Buy |
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|
2024
Q2 | $1.24M | Buy |
|
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $812K | Sell |
|
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|
2023
Q3 | $1.96M | Buy |
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|
2023
Q2 | $809K | Buy |
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|
2023
Q1 | $352K | Buy |
|
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|
2022
Q4 | $275K | Buy |
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|
2022
Q3 | $223K | Buy |
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