MWPCG
Measured Wealth Private Client Group’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Buy |
12,876
+9,864
| +327% | +$547K | 0.21% | 69 |
|
|
2025
Q1 | $499K | Buy |
3,012
+127
| +4% | +$21K | 0.16% | 90 |
|
|
2024
Q4 | $510K | Sell |
2,885
-442
| -13% | -$78.1K | 0.16% | 82 |
|
|
2024
Q3 | $464K | Sell |
3,327
-391
| -11% | -$54.5K | 0.16% | 87 |
|
|
2024
Q2 | $456K | Buy |
+3,718
| New | +$456K | 0.16% | 100 |
|