Anchor Capital Advisors’s IBEX IBEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-22,691
| Closed | -$431K | – | 243 |
|
2023
Q4 | $431K | Sell |
22,691
-5,590
| -20% | -$106K | 0.01% | 208 |
|
2023
Q3 | $437K | Hold |
28,281
| – | – | 0.01% | 217 |
|
2023
Q2 | $600K | Buy |
28,281
+1,841
| +7% | +$39.1K | 0.02% | 207 |
|
2023
Q1 | $645K | Hold |
26,440
| – | – | 0.02% | 199 |
|
2022
Q4 | $657K | Hold |
26,440
| – | – | 0.02% | 204 |
|
2022
Q3 | $491K | Buy |
26,440
+1,170
| +5% | +$21.7K | 0.01% | 213 |
|
2022
Q2 | $426K | Buy |
25,270
+3,440
| +16% | +$58K | 0.01% | 228 |
|
2022
Q1 | $348K | Buy |
+21,830
| New | +$348K | 0.01% | 237 |
|