World Asset Management’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
2021
Q1
$203K Buy
2019
Q4
Sell
2019
Q3
$201K Buy
2019
Q2
$200K Sell
2019
Q1
$218K Buy
2018
Q4
$226K Sell
2018
Q3
$242K Buy
2018
Q2
$268K Buy
2018
Q1
$246K Sell
2017
Q4
$252K Sell
2017
Q3
$214K Buy