180 Wealth Advisors’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
$548K Sell
2025
Q2
$442K Buy
2025
Q1
$330K Buy
2024
Q4
$345K Sell
2024
Q3
$278K Sell
2024
Q2
$243K Sell
2024
Q1
$224K Buy