Rise Advisors’s Interactive Brokers IBKR Stock Holding History

Rise Advisors’s Portfolio IBKR Stock Details IBKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$59.4K	Buy
2025 Q2	$47.8K	Buy
2025 Q1	$35.6K	Sell
2024 Q4	$46.9K	Buy
2024 Q3	$37K	Hold
2024 Q2	$32.5K	Buy
2024 Q1	$29.5K	Buy