IWA
AIRC

IBEX Wealth Advisors’s Apartment Income REIT Corp. AIRC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-66,185
Closed -$2.27M 190
2022
Q4
$2.27M Sell
66,185
-2,518
-4% -$86.4K 0.51% 62
2022
Q3
$2.65M Sell
68,703
-672
-1% -$26K 0.69% 54
2022
Q2
$2.89M Buy
69,375
+3,451
+5% +$144K 0.66% 57
2022
Q1
$3.52M Buy
65,924
+3,479
+6% +$186K 0.67% 51
2021
Q4
$3.41M Sell
62,445
-514
-0.8% -$28.1K 0.6% 63
2021
Q3
$3.07M Buy
62,959
+2,594
+4% +$127K 0.59% 70
2021
Q2
$2.86M Buy
60,365
+2,784
+5% +$132K 0.57% 71
2021
Q1
$2.46M Buy
57,581
+3,857
+7% +$165K 0.61% 66
2020
Q4
$2.06M Buy
+53,724
New +$2.06M 0.54% 69