VisionPoint Advisory Group’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-140
Closed -$4.29K 488
2024
Q2
$4.29K Hold
140
﹤0.01% 572
2024
Q1
$3.91K Hold
140
﹤0.01% 582
2023
Q4
$2.9K Buy
140
+128
+1,067% +$2.65K ﹤0.01% 568
2023
Q3
$260 Buy
+12
New +$260 ﹤0.01% 650