Avior 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
Q1
Sell
2024
Q4
$31.5K Buy
2024
Q3
$20.8K Buy
2024
Q2
$12.3K Sell
2024
Q1
$66.6K Buy
2020
Q1
Sell
2019
Q4
$33K Hold
2019
Q3
$38K Hold
2019
Q2
$39K Buy