SWP
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Sagespring Wealth Partners’s Interactive Brokers IBKR Stock Holding History

Sagespring Wealth Partners’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 		$354K Sell
6,383
-53
-0.8% -$2.94K 0.01% 530
2025
Q1 		$266K Buy
6,436
+184
+3% +$7.62K 0.01% 552
2024
Q4 		$276K Buy
+6,252
New +$276K 0.01% 498