Abound Wealth 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
2025
Q2
Sell
2025
Q1
$4.64K Hold
2024
Q4
$4.95K Hold
2024
Q3
$3.9K Hold
2024
Q2
$3.43K Sell
2024
Q1
$3.69K Buy
2023
Q4
$416 Hold
2023
Q3
$434 Hold
2023
Q2
$416 Buy