WealthSource Partners’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $969K | Buy |
46,756
+1,372
| +3% | +$28.4K | 0.06% | 206 |
|
|
2023
Q3 | $982K | Sell |
45,384
-316
| -0.7% | -$6.84K | 0.07% | 195 |
|
|
2023
Q2 | $949K | Buy |
45,700
+1,072
| +2% | +$22.3K | 0.06% | 199 |
|
|
2023
Q1 | $921K | Sell |
44,628
-1,504
| -3% | -$31K | 0.06% | 207 |
|
|
2022
Q4 | $834K | Buy |
46,132
+2,856
| +7% | +$51.7K | 0.06% | 222 |
|
|
2022
Q3 | $691K | Sell |
43,276
-828
| -2% | -$13.2K | 0.05% | 241 |
|
|
2022
Q2 | $607K | Buy |
44,104
+288
| +0.7% | +$3.96K | 0.04% | 268 |
|
|
2022
Q1 | $722K | Buy |
43,816
+2,964
| +7% | +$48.8K | 0.05% | 272 |
|
|
2021
Q4 | $811K | Sell |
40,852
-6,240
| -13% | -$124K | 0.06% | 218 |
|
|
2021
Q3 | $734K | Buy |
47,092
+5,980
| +15% | +$93.2K | 0.06% | 217 |
|
|
2021
Q2 | $676K | Buy |
41,112
+17,016
| +71% | +$280K | 0.06% | 225 |
|
|
2021
Q1 | $440K | Sell |
24,096
-12,132
| -33% | -$222K | 0.04% | 264 |
|
|
2020
Q4 | $552K | Buy |
+36,228
| New | +$552K | 0.06% | 196 |
|