IWA
IBEX Wealth Advisors’s Ally Financial ALLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,838
| Closed | -$232K | – | 79 |
|
|
2024
Q2 | $232K | Buy |
+5,838
| New | +$232K | 0.04% | 124 |
|
|
2021
Q4 | – | Sell |
-67,016
| Closed | -$3.42M | – | 199 |
|
|
2021
Q3 | $3.42M | Buy |
67,016
+10,458
| +18% | +$534K | 0.66% | 64 |
|
|
2021
Q2 | $2.82M | Buy |
+56,558
| New | +$2.82M | 0.56% | 73 |
|