Wolff Wiese Magana’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.87K | Hold |
124
| – | – | ﹤0.01% | 498 |
|
|
2025
Q1 | $5.13K | Buy |
+124
| New | +$5.13K | ﹤0.01% | 552 |
|
|
2024
Q2 | – | Sell |
-168
| Closed | -$4.69K | – | 800 |
|
|
2024
Q1 | $4.69K | Sell |
168
-172
| -51% | -$4.8K | ﹤0.01% | 403 |
|
|
2023
Q4 | $7.05K | Hold |
340
| – | – | 0.01% | 335 |
|
|
2023
Q3 | $7.36K | Hold |
340
| – | – | 0.01% | 384 |
|
|
2023
Q2 | $7.06K | Buy |
+340
| New | +$7.06K | 0.01% | 399 |
|
|
2022
Q4 | – | Sell |
-3,872
| Closed | -$62K | – | 872 |
|
|
2022
Q3 | $62K | Sell |
3,872
-84
| -2% | -$1.35K | 0.05% | 210 |
|
|
2022
Q2 | $54K | Sell |
3,956
-124
| -3% | -$1.69K | 0.04% | 245 |
|
|
2022
Q1 | $67K | Buy |
4,080
+32
| +0.8% | +$525 | 0.04% | 224 |
|
|
2021
Q4 | $80K | Sell |
4,048
-376
| -8% | -$7.43K | 0.05% | 223 |
|
|
2021
Q3 | $69K | Buy |
4,424
+608
| +16% | +$9.48K | 0.05% | 237 |
|
|
2021
Q2 | $63K | Buy |
3,816
+244
| +7% | +$4.03K | 0.04% | 255 |
|
|
2021
Q1 | $65K | Buy |
3,572
+72
| +2% | +$1.31K | 0.05% | 236 |
|
|
2020
Q4 | $53K | Buy |
+3,500
| New | +$53K | 0.04% | 257 |
|