GoalVest Advisory’s Interactive Brokers IBKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-252	Closed	-$7.04K	–	362
2024 Q1	$7.04K	Hold	252	–	–	﹤0.01%	329
2023 Q4	$5.22K	Sell	252 -592	-70%	-$12.3K	﹤0.01%	286
2023 Q3	$18.3K	Buy	844 +268	+47%	+$5.8K	0.01%	226
2023 Q2	$12K	Buy	+576	New	+$12K	0.01%	237