Strategic Wealth Partners’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	$67.2K	Buy	+1,212	New	+$67.2K	0.01%	446
2019 Q2	–	Sell	-400	Closed	-$5K	–	774
2019 Q1	$5K	Buy	+400	New	+$5K	﹤0.01%	630