Wright Investors Service’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-47,520
Closed -$981K 156
2023
Q1
$981K Sell
47,520
-788
-2% -$16.3K 0.28% 94
2022
Q4
$874K Buy
+48,308
New +$874K 0.25% 103
2019
Q1
Sell
-18,220
Closed -$249K 155
2018
Q4
$249K Buy
+18,220
New +$249K 0.11% 127