Western Pacific Wealth Management’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 | $177K | Hold |
3,200
| – | – | 0.17% | 75 |
|
|
2025
Q1 | $132K | Sell |
3,200
-1,200
| -27% | -$49.7K | 0.12% | 84 |
|
|
2024
Q4 | $194K | Hold |
4,400
| – | – | 0.16% | 66 |
|
|
2024
Q3 | $153K | Hold |
4,400
| – | – | 0.1% | 74 |
|
|
2024
Q2 | $135K | Hold |
4,400
| – | – | 0.1% | 71 |
|
|
2024
Q1 | $123K | Hold |
4,400
| – | – | 0.09% | 84 |
|
|
2023
Q4 | $91.2K | Hold |
4,400
| – | – | 0.07% | 100 |
|
|
2023
Q3 | $95.2K | Buy |
+4,400
| New | +$95.2K | 0.08% | 80 |
|