IWA
IBEX Wealth Advisors’s Arch Capital ACGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3
| Closed | -$229 | – | 110 |
|
|
2023
Q4 | $229 | Buy |
+3
| New | +$229 | 0.05% | 103 |
|
|
2018
Q1 | – | Sell |
-9,322
| Closed | -$823K | – | 86 |
|
|
2017
Q4 | $823K | Buy |
9,322
+193
| +2% | +$17K | 0.36% | 61 |
|
|
2017
Q3 | $908K | Hold |
9,129
| – | – | 0.34% | 80 |
|
|
2017
Q2 | $871K | Buy |
+9,129
| New | +$871K | 0.34% | 82 |
|
|
2017
Q1 | – | Sell |
-805
| Closed | -$70K | – | 80 |
|
|
2016
Q4 | $70K | Buy |
+805
| New | +$70K | 0.03% | 162 |
|