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Fragasso Financial Advisors’s Interactive Brokers IBKR Stock Holding History

Fragasso Financial Advisors’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 		$1.67M Buy
30,072
+2,640
+10% +$146K 0.11% 90
2025
Q1 		$1.14M Buy
+27,432
New +$1.14M 0.08% 116