MCWA
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Meadow Creek Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$255K Buy
+4,600
New +$255K 0.17% 123
2025
Q1
Sell
-1,311
Closed -$232K 137
2024
Q4
$232K Buy
+1,311
New +$232K 0.17% 121