Premier Path Wealth Partners’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
$296K Hold
5,340
0.04% 326
2025
Q1
$221K Hold
5,340
0.03% 353
2024
Q4
$236K Buy
+5,340
New +$236K 0.04% 342