IWA
IBEX Wealth Advisors’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-24,184
| Closed | -$696K | – | 286 |
|
|
2024
Q1 | $696K | Buy |
+24,184
| New | +$696K | 0.19% | 71 |
|
|
2023
Q1 | $577K | Sell |
23,973
-211
| -0.9% | -$5.08K | 0.15% | 78 |
|
|
2022
Q4 | $696K | Buy |
+24,184
| New | +$696K | 0.16% | 102 |
|
|
2020
Q1 | – | Sell |
-11,576
| Closed | -$230K | – | 93 |
|
|
2019
Q4 | $230K | Buy |
+11,576
| New | +$230K | 0.07% | 99 |
|
|
2019
Q3 | – | Sell |
-11,491
| Closed | -$192K | – | 97 |
|
|
2019
Q2 | $192K | Buy |
+11,491
| New | +$192K | 0.06% | 133 |
|