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 |
|