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IBEX Wealth Advisors’s Arch Capital ACGL Stock Holding History

IBEX Wealth Advisors’s Portfolio ACGL Stock Details ACGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3
Closed -$229 – 110
2023
Q4 		$229 Buy
+3
New +$245 0.05% 103
2018
Q1 		– Sell
-27,966
Closed -$823K – 86
2017
Q4 		$823K Buy
27,966
+579
+2% +$18.5K 0.36% 61
2017
Q3 		$908K Hold
27,387
– – 0.34% 80
2017
Q2 		$871K Buy
+27,387
New +$869K 0.34% 82
2017
Q1 		– Sell
-2,415
Closed -$70K – 80
2016
Q4 		$70K Buy
+2,415
New +$65.7K 0.03% 162

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