Gen-Wealth Partners’s Interactive Brokers IBKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,360	Closed	-$97.7K	–	651
2025 Q1	$97.7K	Hold	2,360	–	–	0.04%	276
2024 Q4	$104K	Hold	2,360	–	–	0.04%	281
2024 Q3	$91K	Hold	2,360	–	–	0.04%	296
2024 Q2	$72.3K	Buy	+2,360	New	+$72.3K	0.04%	331