Financial Strategies Group’s Interactive Brokers IBKR Stock Holding History

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

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Bought

Maintained

Sold

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