Clark Financial Services Group’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$535K Buy
9,652
+972
+11% +$53.9K 0.33% 40
2025
Q1
$359K Buy
8,680
+2,304
+36% +$95.4K 0.25% 56
2024
Q4
$282K Buy
+6,376
New +$282K 0.22% 66