IWA
IBEX Wealth Advisors’s Abbott ABT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,260
| Closed | -$1.16M | – | 172 |
|
|
2021
Q4 | $1.16M | Buy |
+8,260
| New | +$1.16M | 0.21% | 107 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 432 |
|
|
2021
Q2 | – | Sell |
-46,182
| Closed | -$5.53M | – | 183 |
|
|
2021
Q1 | $5.53M | Buy |
46,182
+13,880
| +43% | +$1.66M | 1.36% | 21 |
|
|
2020
Q4 | $3.54M | Buy |
32,302
+1,617
| +5% | +$177K | 0.92% | 47 |
|
|
2020
Q3 | $3.34M | Buy |
30,685
+408
| +1% | +$44.4K | 0.97% | 44 |
|
|
2020
Q2 | $2.77M | Sell |
30,277
-21,370
| -41% | -$1.95M | 0.89% | 49 |
|
|
2020
Q1 | $4.08M | Buy |
+51,647
| New | +$4.08M | 1.59% | 17 |
|
|
2017
Q2 | – | Sell |
-339
| Closed | -$15K | – | 131 |
|
|
2017
Q1 | $15K | Hold |
339
| – | – | 0.01% | 76 |
|
|
2016
Q4 | $14K | Buy |
+339
| New | +$14K | 0.01% | 256 |
|