Private Advisory Group’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
$1.18M Buy
21,359
+11,131
+109% +$617K 0.11% 110
2025
Q1
$423K Sell
10,228
-14,460
-59% -$599K 0.05% 146
2024
Q4
$1.09M Buy
+24,688
New +$1.09M 0.12% 112