Financial Strategies Group’s Interactive Brokers IBKR Stock Holding History

Financial Strategies Group’s Portfolio IBKR Stock Details IBKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$713K	Sell
2025 Q1	$550K	Buy
2024 Q4	$477K	Sell
2024 Q3	$428K	Buy
2024 Q2	$310K	Buy