IWA
IBEX Wealth Advisors’s Albemarle ALB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,609
| Closed | -$154K | – | 77 |
|
|
2024
Q2 | $154K | Buy |
+1,609
| New | +$154K | 0.02% | 138 |
|
|
2024
Q1 | – | Sell |
-2
| Closed | -$231 | – | 111 |
|
|
2023
Q4 | $231 | Buy |
+2
| New | +$231 | 0.05% | 102 |
|
|
2021
Q4 | – | Sell |
-1,474
| Closed | -$323K | – | 198 |
|
|
2021
Q3 | $323K | Buy |
+1,474
| New | +$323K | 0.06% | 142 |
|