HWM
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Hemington Wealth Management’s Interactive Brokers IBKR Stock Holding History

Hemington Wealth Management’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 		$14K Buy
258
+22
+9% +$1.19K ﹤0.01% 741
2025
Q1 		$9K Buy
236
+164
+228% +$6.25K ﹤0.01% 849
2024
Q4 		$3K Buy
72
+40
+125% +$1.67K ﹤0.01% 1174
2024
Q3 		$1K Buy
+32
New +$1K ﹤0.01% 1330