Park Square Financial Group’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
$179K Sell
3,224
-96
-3% -$5.32K 0.13% 119
2025
Q1
$137K Sell
3,320
-1,204
-27% -$49.8K 0.11% 126
2024
Q4
$200K Buy
+4,524
New +$200K 0.14% 90