PWM
IBKR icon

Pinnacle Wealth Management’s Interactive Brokers IBKR Stock Holding History

Pinnacle Wealth Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.59M Buy
28,688
+15,540
+118% +$861K 1.33% 33
2025
Q1 		$544K Buy
+13,148
New +$544K 0.61% 46