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HHM Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

HHM Wealth Advisors’s Portfolio IBKR Stock Details IBKR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$887 Buy
16
+12
+300% +$665 ﹤0.01% 816
2025
Q1 		$663 Hold
4
– – ﹤0.01% 868
2024
Q4 		$707 Buy
+4
New +$707 ﹤0.01% 891
2022
Q3 		– Sell
-63
Closed -$3K – 733
2022
Q2 		$3K Buy
+63
New +$3K ﹤0.01% 708