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Cornerstone Planning Group’s Interactive Brokers IBKR Stock Holding History

Cornerstone Planning Group’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.85K Buy
29
+13
+81% +$828 ﹤0.01% 967
2025
Q1 		$647 Buy
+16
New +$647 ﹤0.01% 1226