Yorktown Management & Research Company’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $853K | Hold |
|
|||||
|
2025
Q2 | $687K | Hold |
|
|||||
|
2025
Q1 | $513K | Hold |
|
|||||
|
2024
Q4 | $548K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $415K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $399K | Hold |
|
|||||
|
2022
Q1 | $478K | Hold |
|
|||||
|
2021
Q4 | $576K | Hold |
|
|||||
|
2021
Q3 | $452K | Hold |
|
|||||
|
2021
Q2 | $477K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $210K | Hold |
|
|||||
|
2019
Q2 | $211K | Hold |
|
|||||
|
2019
Q1 | $202K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $243K | Buy |
|