Avantax Planning Partners’s Interactive Brokers IBKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,164	Closed	-$220K	–	460
2024 Q2	$220K	Sell	7,164 -60	-0.8%	-$1.84K	0.01%	425
2024 Q1	$202K	Buy	+7,224	New	+$202K	0.01%	447
2018 Q2	–	Sell	-788	Closed	-$13K	–	784
2018 Q1	$13K	Buy	+788	New	+$13K	﹤0.01%	937