IWA
IBEX Wealth Advisors’s Akamai AKAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-89,127
| Closed | -$6.71M | – | 207 |
|
|
2024
Q3 | $6.71M | Buy |
89,127
+89,027
| +89,027% | +$6.71M | 1.84% | 15 |
|
|
2024
Q2 | $9.01K | Buy |
+100
| New | +$9.01K | ﹤0.01% | 233 |
|
|
2021
Q4 | – | Sell |
-50
| Closed | -$5K | – | 196 |
|
|
2021
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 389 |
|
|
2021
Q1 | – | Sell |
-21,907
| Closed | -$2.3M | – | 114 |
|
|
2020
Q4 | $2.3M | Buy |
21,907
+2,191
| +11% | +$230K | 0.6% | 63 |
|
|
2020
Q3 | $2.18M | Sell |
19,716
-338
| -2% | -$37.4K | 0.63% | 61 |
|
|
2020
Q2 | $2.15M | Sell |
20,054
-1,983
| -9% | -$212K | 0.69% | 58 |
|
|
2020
Q1 | $2.02M | Buy |
22,037
+3,713
| +20% | +$340K | 0.78% | 51 |
|
|
2019
Q4 | $1.58M | Buy |
18,324
+2,253
| +14% | +$195K | 0.49% | 74 |
|
|
2019
Q3 | $1.47M | Buy |
16,071
+16,021
| +32,042% | +$1.46M | 0.49% | 76 |
|
|
2019
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 333 |
|
|
2017
Q1 | – | Sell |
-50
| Closed | -$3K | – | 87 |
|
|
2016
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 410 |
|