TSWM
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Tyler-Stone Wealth Management’s Interactive Brokers IBKR Stock Holding History

Tyler-Stone Wealth Management’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
2022
Q3 		– Sell
-6,600
Closed -$91K – 880
2022
Q2 		$91K Hold
6,600
– – 0.06% 253
2022
Q1 		$109K Hold
6,600
– – 0.06% 244
2021
Q4 		$131K Buy
+6,600
New +$123K 0.07% 236

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