Legacy Financial Advisors’s Interactive Brokers IBKR Stock Holding History

Legacy Financial Advisors’s Portfolio IBKR Stock Details IBKR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$202K	Buy
2019 Q2	–	Sell
2019 Q1	$1K	Buy
2018 Q3	–	Sell
2018 Q2	$57K	Buy