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PUREfi Wealth’s Interactive Brokers IBKR Stock Holding History

PUREfi Wealth’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 		$241K Sell
4,348
-636
-13% -$35.2K 0.19% 139
2025
Q1 		$206K Buy
4,984
+200
+4% +$8.28K 0.21% 131
2024
Q4 		$211K Buy
+4,784
New +$211K 0.21% 142