Valued Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.32K Hold
2025
Q1
$3.98K Hold
2024
Q4
$4.24K Hold
2024
Q3
$3.35K Hold
2024
Q2
$2.94K Hold
2024
Q1
$2.68K Buy