IWA
IBEX Wealth Advisors’s B&G Foods BGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-58,173
| Closed | -$1.95M | – | 144 |
|
|
2017
Q2 | $1.95M | Buy |
58,173
+9,296
| +19% | +$311K | 0.77% | 54 |
|
|
2017
Q1 | $1.91M | Buy |
48,877
+5,330
| +12% | +$208K | 1.18% | 34 |
|
|
2016
Q4 | $1.89M | Buy |
43,547
+1,294
| +3% | +$56.3K | 0.91% | 43 |
|
|
2016
Q3 | $2.08M | Buy |
+42,253
| New | +$2.08M | 1.14% | 31 |
|