Legacy Financial Advisors’s Interactive Brokers IBKR Stock Holding History

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

Bought

Maintained

Sold

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