Fiduciary Financial 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	$216K	Buy	+3,828	New	+$216K	0.04%	285
2024 Q3	–	Sell	-12,668	Closed	-$392K	–	265
2024 Q2	$392K	Buy	+12,668	New	+$392K	0.09%	132