Yorktown Management & Research Company’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 | $687K | Hold |
12,400
| – | – | 0.66% | 34 |
|
|
2025
Q1 | $513K | Hold |
12,400
| – | – | 0.56% | 56 |
|
|
2024
Q4 | $548K | Buy |
+12,400
| New | +$548K | 0.53% | 65 |
|
|
2023
Q4 | – | Sell |
-19,200
| Closed | -$415K | – | 215 |
|
|
2023
Q3 | $415K | Buy |
+19,200
| New | +$415K | 0.47% | 71 |
|
|
2022
Q3 | – | Sell |
-29,000
| Closed | -$399K | – | 211 |
|
|
2022
Q2 | $399K | Hold |
29,000
| – | – | 0.51% | 79 |
|
|
2022
Q1 | $478K | Hold |
29,000
| – | – | 0.41% | 105 |
|
|
2021
Q4 | $576K | Hold |
29,000
| – | – | 0.39% | 98 |
|
|
2021
Q3 | $452K | Hold |
29,000
| – | – | 0.34% | 122 |
|
|
2021
Q2 | $477K | Buy |
+29,000
| New | +$477K | 0.37% | 108 |
|
|
2019
Q4 | – | Sell |
-15,600
| Closed | -$210K | – | 299 |
|
|
2019
Q3 | $210K | Hold |
15,600
| – | – | 0.11% | 277 |
|
|
2019
Q2 | $211K | Hold |
15,600
| – | – | 0.08% | 275 |
|
|
2019
Q1 | $202K | Buy |
+15,600
| New | +$202K | 0.07% | 300 |
|
|
2014
Q1 | – | Sell |
-40,000
| Closed | -$243K | – | 465 |
|
|
2013
Q4 | $243K | Buy |
+40,000
| New | +$243K | 0.05% | 315 |
|