Impact Partnership Wealth’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
Q3
$827K Buy
2025
Q1
Sell
2024
Q4
$646K Sell
2024
Q3
$618K Sell
2024
Q2
$568K Buy