Roxbury Financial’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
$1.32K Sell
24
-12
-33% -$662 ﹤0.01% 345
2025
Q1
$1.77K Sell
36
-4,184
-99% -$205K ﹤0.01% 323
2024
Q4
$202K Buy
+4,220
New +$202K 0.19% 84