FSG
Financial Strategies Group’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Buy |
12,165
+8,992
| +283% | +$527K | 0.15% | 62 |
|
|
2025
Q1 | $550K | Buy |
3,173
+599
| +23% | +$104K | 0.13% | 63 |
|
|
2024
Q4 | $477K | Sell |
2,574
-256
| -9% | -$47.4K | 0.11% | 67 |
|
|
2024
Q3 | $428K | Buy |
2,830
+355
| +14% | +$53.7K | 0.1% | 69 |
|
|
2024
Q2 | $310K | Buy |
+2,475
| New | +$310K | 0.08% | 73 |
|