Western Pacific Wealth Management’s Interactive Brokers IBKR Stock Holding History

Western Pacific Wealth Management’s Portfolio IBKR Stock Details IBKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$220K	Hold
2025 Q2	$177K	Hold
2025 Q1	$132K	Sell
2024 Q4	$194K	Hold
2024 Q3	$153K	Hold
2024 Q2	$135K	Hold
2024 Q1	$123K	Hold
2023 Q4	$91.2K	Hold
2023 Q3	$95.2K	Buy