Montag & Associates’s Interactive Brokers IBKR Stock Holding History

Montag & Associates’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	$1.79K	Sell
2025 Q1	$1.83K	Sell
2024 Q4	$2.68K	Hold
2024 Q3	$2.11K	Hold
2024 Q2	$1.86K	Buy
2024 Q1	$1.52K	Buy