Precision Wealth Strategies’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $799K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $219K | Sell |
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|
2024
Q1 | $645K | Sell |
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|
2023
Q4 | $594K | Sell |
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|
2023
Q3 | $624K | Buy |
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|
2023
Q2 | $577K | Sell |
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|
2023
Q1 | $589K | Sell |
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|
2022
Q4 | $536K | Sell |
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|
2022
Q3 | $570K | Sell |
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|
2022
Q2 | $483K | Buy |
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|
2022
Q1 | $536K | Sell |
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|
2021
Q4 | $711K | Buy |
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|
2021
Q3 | $526K | Buy |
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|
2021
Q2 | $408K | Buy |
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|
2021
Q1 | $390K | Buy |
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|
2020
Q4 | $249K | Buy |
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