IWA
IBEX Wealth Advisors’s Agilent Technologies A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,888
| Closed | -$432K | – | 285 |
|
|
2024
Q1 | $432K | Buy |
2,888
+2,886
| +144,300% | +$432K | 0.12% | 96 |
|
|
2023
Q4 | $270 | Sell |
2
-2,629
| -100% | -$355K | 0.06% | 99 |
|
|
2023
Q3 | $294K | Buy |
+2,631
| New | +$294K | 0.07% | 98 |
|
|
2023
Q1 | $363K | Sell |
2,627
-261
| -9% | -$36.1K | 0.09% | 95 |
|
|
2022
Q4 | $432K | Sell |
2,888
-134
| -4% | -$20K | 0.1% | 137 |
|
|
2022
Q3 | $367K | Sell |
3,022
-28
| -0.9% | -$3.4K | 0.1% | 116 |
|
|
2022
Q2 | $362K | Sell |
3,050
-106
| -3% | -$12.6K | 0.08% | 120 |
|
|
2022
Q1 | $418K | Buy |
3,156
+96
| +3% | +$12.7K | 0.08% | 124 |
|
|
2021
Q4 | $488K | Buy |
3,060
+569
| +23% | +$90.7K | 0.09% | 125 |
|
|
2021
Q3 | $392K | Buy |
2,491
+1,043
| +72% | +$164K | 0.08% | 131 |
|
|
2021
Q2 | $214K | Buy |
+1,448
| New | +$214K | 0.04% | 168 |
|
|
2019
Q3 | – | Sell |
-10
| Closed | – | – | 94 |
|
|
2019
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 380 |
|