Fairfield Financial Advisors’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
$353K Buy
+6,374
New +$353K 0.12% 61
2025
Q1
Sell
-1,044
Closed -$46.1K 123
2024
Q4
$46.1K Hold
1,044
0.02% 122
2024
Q3
$36.3K Buy
1,044
+4
+0.4% +$139 0.01% 155
2024
Q2
$31.9K Buy
+1,040
New +$31.9K 0.01% 151