Wealthspire Advisors (Maryland)’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-480
| Closed | -$6K | – | 1182 |
|
|
2019
Q1 | $6K | Sell |
480
-436
| -48% | -$5.45K | ﹤0.01% | 1746 |
|
|
2018
Q4 | $13K | Buy |
916
+344
| +60% | +$4.88K | ﹤0.01% | 1371 |
|
|
2018
Q3 | $8K | Hold |
572
| – | – | ﹤0.01% | 1604 |
|
|
2018
Q2 | $9K | Sell |
572
-16
| -3% | -$252 | ﹤0.01% | 1581 |
|
|
2018
Q1 | $10K | Sell |
588
-188
| -24% | -$3.2K | ﹤0.01% | 1570 |
|
|
2017
Q4 | $11K | Buy |
776
+328
| +73% | +$4.65K | ﹤0.01% | 1547 |
|
|
2017
Q3 | $5K | Sell |
448
-1,112
| -71% | -$12.4K | ﹤0.01% | 1790 |
|
|
2017
Q2 | $15K | Hold |
1,560
| – | – | ﹤0.01% | 1362 |
|
|
2017
Q1 | $14K | Sell |
1,560
-236
| -13% | -$2.12K | ﹤0.01% | 1201 |
|
|
2016
Q4 | $16K | Buy |
1,796
+472
| +36% | +$4.21K | ﹤0.01% | 1084 |
|
|
2016
Q3 | $12K | Buy |
1,324
+1,200
| +968% | +$10.9K | ﹤0.01% | 1199 |
|
|
2016
Q2 | $1K | Hold |
124
| – | – | ﹤0.01% | 1608 |
|
|
2016
Q1 | $1K | Hold |
124
| – | – | ﹤0.01% | 1650 |
|
|
2015
Q4 | $1K | Buy |
+124
| New | +$1K | ﹤0.01% | 1624 |
|