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
Q4
$7.21K Buy
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