Winfield Associates’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-320
| Closed | -$5K | – | 352 |
|
|
2017
Q4 | $5K | Hold |
320
| – | – | ﹤0.01% | 517 |
|
|
2017
Q3 | $4K | Hold |
320
| – | – | ﹤0.01% | 524 |
|
|
2017
Q2 | $3K | Hold |
320
| – | – | ﹤0.01% | 626 |
|
|
2017
Q1 | $3K | Hold |
320
| – | – | ﹤0.01% | 535 |
|
|
2016
Q4 | $3K | Hold |
320
| – | – | ﹤0.01% | 505 |
|
|
2016
Q3 | $3K | Sell |
320
-200
| -38% | -$1.88K | ﹤0.01% | 485 |
|
|
2016
Q2 | $5K | Buy |
520
+200
| +63% | +$1.92K | ﹤0.01% | 399 |
|
|
2016
Q1 | $3K | Buy |
+320
| New | +$3K | ﹤0.01% | 442 |
|