Atria Wealth Solutions’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,336
| Closed | -$304K | – | 1675 |
|
|
2025
Q1 | $304K | Buy |
7,336
+1,716
| +31% | +$71K | ﹤0.01% | 1447 |
|
|
2024
Q4 | $248K | Buy |
+5,620
| New | +$248K | ﹤0.01% | 1643 |
|
|
2023
Q2 | – | Sell |
-16,372
| Closed | -$338K | – | 1912 |
|
|
2023
Q1 | $338K | Buy |
+16,372
| New | +$338K | 0.01% | 1340 |
|