HHM Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$887 Hold
2025
Q1
$663 Hold
2024
Q4
$707 Buy
2022
Q3
Sell
2022
Q2
$3K Buy