Focus Partners Wealth
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Focus Partners Wealth’s Interactive Brokers IBKR Stock Holding History

Focus Partners Wealth’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$502K Buy
9,052
+3,212
+55% +$178K ﹤0.01% 1431
2025
Q1 		$242K Sell
5,840
-2,884
-33% -$119K ﹤0.01% 1665
2024
Q4 		$385K Buy
+8,724
New +$385K ﹤0.01% 1426