Valued Wealth 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 | $5.32K | Hold |
96
| – | – | ﹤0.01% | 278 |
|
|
2025
Q1 | $3.98K | Hold |
96
| – | – | ﹤0.01% | 335 |
|
|
2024
Q4 | $4.24K | Hold |
96
| – | – | ﹤0.01% | 321 |
|
|
2024
Q3 | $3.35K | Hold |
96
| – | – | ﹤0.01% | 324 |
|
|
2024
Q2 | $2.94K | Hold |
96
| – | – | ﹤0.01% | 335 |
|
|
2024
Q1 | $2.68K | Buy |
+96
| New | +$2.68K | ﹤0.01% | 324 |
|