NWWA
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New Wave Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

New Wave Wealth Advisors’s Portfolio IBKR Stock Details IBKR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,317
Closed -$586K – 376
2024
Q4 		$586K Sell
3,317
-70
-2% -$12.4K 0.24% 63
2024
Q3 		$472K Buy
+3,387
New +$472K 0.22% 69