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IBEX Wealth Advisors’s Applied Industrial Technologies AIT Stock Holding History

IBEX Wealth Advisors’s Portfolio AIT Stock Details AIT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,357
Closed -$325K – 123
2024
Q4 		$325K Buy
+1,357
New +$325K 0.04% 165
2024
Q3 		– Sell
-1,213
Closed -$235K – 75
2024
Q2 		$235K Buy
+1,213
New +$235K 0.04% 123