United Capital Financial Advisors’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	$288K	Buy	5,192 +148	+3%	+$8.2K	﹤0.01%	929
2025 Q1	$209K	Sell	5,044 -60	-1%	-$2.48K	﹤0.01%	998
2024 Q4	$225K	Buy	+5,104	New	+$225K	﹤0.01%	975