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Symphony Financial’s Interactive Brokers IBKR Stock Holding History

Symphony Financial’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-28,848
Closed -$585K – 201
2023
Q1 		$585K Sell
28,848
-680
-2% -$13.8K 0.15% 116
2022
Q4 		$532K Buy
+29,528
New +$532K 0.14% 130