IWA
IBEX Wealth Advisors’s BJs Wholesale Club BJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-128
| Closed | -$11.2K | – | 92 |
|
|
2024
Q2 | $11.2K | Sell |
128
-35,828
| -100% | -$3.15M | ﹤0.01% | 223 |
|
|
2024
Q1 | $2.38M | Buy |
+35,956
| New | +$2.38M | 0.64% | 52 |
|
|
2023
Q1 | $2.87M | Buy |
37,692
+1,736
| +5% | +$132K | 0.74% | 49 |
|
|
2022
Q4 | $2.38M | Buy |
35,956
+314
| +0.9% | +$20.8K | 0.54% | 58 |
|
|
2022
Q3 | $2.6M | Sell |
35,642
-692
| -2% | -$50.4K | 0.67% | 55 |
|
|
2022
Q2 | $2.26M | Buy |
36,334
+287
| +0.8% | +$17.9K | 0.52% | 71 |
|
|
2022
Q1 | $2.44M | Sell |
36,047
-539
| -1% | -$36.4K | 0.47% | 77 |
|
|
2021
Q4 | $2.45M | Buy |
+36,586
| New | +$2.45M | 0.43% | 81 |
|