LFA
Legacy Financial Advisors’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+3,648
| New | +$202K | 0.03% | 336 |
|
|
2019
Q2 | – | Sell |
-10
| Closed | -$1K | – | 471 |
|
|
2019
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 976 |
|
|
2018
Q3 | – | Sell |
-922
| Closed | -$57K | – | 909 |
|
|
2018
Q2 | $57K | Buy |
+922
| New | +$57K | 0.02% | 228 |
|