WealthSource Partners’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $969K | Buy |
|
|||||
|
2023
Q3 | $982K | Sell |
|
|||||
|
2023
Q2 | $949K | Buy |
|
|||||
|
2023
Q1 | $921K | Sell |
|
|||||
|
2022
Q4 | $834K | Buy |
|
|||||
|
2022
Q3 | $691K | Sell |
|
|||||
|
2022
Q2 | $607K | Buy |
|
|||||
|
2022
Q1 | $722K | Buy |
|
|||||
|
2021
Q4 | $811K | Sell |
|
|||||
|
2021
Q3 | $734K | Buy |
|
|||||
|
2021
Q2 | $676K | Buy |
|
|||||
|
2021
Q1 | $440K | Sell |
|
|||||
|
2020
Q4 | $552K | Buy |
|