Independent Advisor Alliance’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372K Buy
6,709
+33
+0.5% +$1.83K 0.01% 672
2025
Q1
$276K Buy
6,676
+768
+13% +$31.8K 0.01% 673
2024
Q4
$261K Buy
+5,908
New +$261K ﹤0.01% 1190