Petra Financial Advisors’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
$557K Buy
10,054
+4,830
+92% +$268K 0.35% 77
2025
Q1
$216K Buy
+5,224
New +$216K 0.18% 114