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
Q4
Sell
2025
Q3
$827K Buy
2025
Q1
Sell
2024
Q4
$646K Sell
2024
Q3
$618K Sell
2024
Q2
$568K Buy