Arkadios Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Arkadios Wealth Advisors’s Portfolio IBKR Stock Details IBKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.81M	Buy
2025 Q1	$1.02M	Sell
2024 Q4	$1.09M	Sell
2024 Q3	$876K	Buy
2024 Q2	$741K	Buy
2024 Q1	$673K	Hold
2023 Q4	$499K	Hold
2023 Q3	$522K	Hold
2023 Q2	$500K	Sell
2023 Q1	$512K	Buy