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Principia Wealth Advisory’s Interactive Brokers IBKR Stock Holding History

Principia Wealth Advisory’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 		$1.05K Sell
19
-13
-41% -$720 ﹤0.01% 548
2025
Q1 		$1.37K Buy
32
+24
+300% +$1.03K ﹤0.01% 339
2024
Q4 		$353 Buy
+8
New +$353 ﹤0.01% 637