IWA
IBEX Wealth Advisors’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-47,927
| Closed | -$4.92M | – | 206 |
|
|
2024
Q3 | $4.92M | Buy |
47,927
+11,159
| +30% | +$1.14M | 1.35% | 27 |
|
|
2024
Q2 | $2.73M | Buy |
36,768
+2,862
| +8% | +$212K | 0.43% | 66 |
|
|
2024
Q1 | $2.14M | Buy |
33,906
+33,878
| +120,993% | +$2.14M | 0.58% | 54 |
|
|
2023
Q4 | $1.9K | Sell |
28
-3,481
| -99% | -$236K | 0.41% | 63 |
|
|
2023
Q3 | $213K | Buy |
+3,509
| New | +$213K | 0.05% | 107 |
|
|
2023
Q1 | – | Sell |
-33,906
| Closed | -$2.14M | – | 104 |
|
|
2022
Q4 | $2.14M | Buy |
33,906
+28,633
| +543% | +$1.81M | 0.48% | 64 |
|
|
2022
Q3 | $250K | Sell |
5,273
-201
| -4% | -$9.53K | 0.07% | 130 |
|
|
2022
Q2 | $280K | Buy |
+5,474
| New | +$280K | 0.06% | 131 |
|
|
2022
Q1 | – | Sell |
-38,983
| Closed | -$2.22M | – | 173 |
|
|
2021
Q4 | $2.22M | Buy |
38,983
+480
| +1% | +$27.3K | 0.39% | 85 |
|
|
2021
Q3 | $2.11M | Buy |
38,503
+6,597
| +21% | +$362K | 0.41% | 82 |
|
|
2021
Q2 | $1.52M | Buy |
31,906
+1,694
| +6% | +$80.6K | 0.3% | 97 |
|
|
2021
Q1 | $1.4M | Buy |
+30,212
| New | +$1.4M | 0.34% | 88 |
|
|
2019
Q3 | – | Sell |
-157
| Closed | -$8K | – | 99 |
|
|
2019
Q2 | $8K | Buy |
+157
| New | +$8K | ﹤0.01% | 314 |
|
|
2017
Q1 | – | Sell |
-156
| Closed | -$10K | – | 86 |
|
|
2016
Q4 | $10K | Buy |
+156
| New | +$10K | ﹤0.01% | 280 |
|