IWA
IBEX Wealth Advisors’s Advanced Micro Devices AMD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-35,040
| Closed | -$4.23M | – | 127 |
|
2024
Q4 | $4.23M | Buy |
+35,040
| New | +$4.23M | 0.5% | 63 |
|
2024
Q3 | – | Sell |
-33,743
| Closed | -$5.47M | – | 81 |
|
2024
Q2 | $5.47M | Buy |
+33,743
| New | +$5.47M | 0.85% | 36 |
|
2024
Q1 | – | Sell |
-45
| Closed | -$6.56K | – | 112 |
|
2023
Q4 | $6.56K | Sell |
45
-24,154
| -100% | -$3.52M | 1.43% | 24 |
|
2023
Q3 | $2.49M | Buy |
+24,199
| New | +$2.49M | 0.63% | 48 |
|
2023
Q1 | $1.65M | Buy |
+16,838
| New | +$1.65M | 0.43% | 64 |
|