Mission Wealth Management’s Interactive Brokers IBKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$516K	Sell	9,316 -27,580	-75%	-$1.53M	0.01%	446
2025 Q1	$1.53M	Sell	36,896 -8,272	-18%	-$342K	0.04%	215
2024 Q4	$1.99M	Sell	45,168 -912	-2%	-$40.3K	0.05%	173
2024 Q3	$1.61M	Buy	46,080 +72	+0.2%	+$2.51K	0.04%	197
2024 Q2	$1.41M	Buy	+46,008	New	+$1.41M	0.04%	201