Prestige Wealth Management Group’s Interactive Brokers IBKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.61K	Hold	24	–	–	﹤0.01%	780
2025 Q4	$1.54K	Hold	24	–	–	﹤0.01%	807
2025 Q3	$1.65K	Hold	24	–	–	﹤0.01%	780
2025 Q2	$1.33K	Hold	24	–	–	﹤0.01%	813
2025 Q1	$994	Hold	24	–	–	﹤0.01%	855
2024 Q4	$1.06K	Hold	24	–	–	﹤0.01%	873
2024 Q3	$837	Hold	24	–	–	﹤0.01%	906
2024 Q2	$736	Hold	24	–	–	﹤0.01%	872
2024 Q1	$671	Hold	24	–	–	﹤0.01%	925
2023 Q4	$498	Hold	24	–	–	﹤0.01%	949
2023 Q3	$520	Hold	24	–	–	﹤0.01%	958
2023 Q2	$499	Hold	24	–	–	﹤0.01%	989
2023 Q1	$496	Sell	24 -64	-73%	-$1.3K	﹤0.01%	984
2022 Q4	$1.59K	Buy	88 +64	+267%	+$1.2K	﹤0.01%	880
2022 Q3	$0	Hold	24	–	–	﹤0.01%	1008
2022 Q2	$0	Hold	24	–	–	﹤0.01%	1014
2022 Q1	$0	Hold	24	–	–	﹤0.01%	1008
2021 Q4	$0	Hold	24	–	–	﹤0.01%	1021
2021 Q3	$0	Hold	24	–	–	﹤0.01%	1009
2021 Q2	$0	Hold	24	–	–	﹤0.01%	997
2021 Q1	$0	Hold	24	–	–	﹤0.01%	994
2020 Q4	$0	Buy	+24	New	+$318	﹤0.01%	983
2019 Q1	–	Sell	-56	Closed	-$1K	–	793
2018 Q4	$1K	Buy	+56	New	+$747	﹤0.01%	1034