IWA
IBEX Wealth Advisors’s Bloomin' Brands BLMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-25,627
| Closed | -$516K | – | 287 |
|
|
2024
Q1 | $516K | Buy |
25,627
+25,603
| +106,679% | +$516K | 0.14% | 88 |
|
|
2023
Q4 | $667 | Sell |
24
-23,645
| -100% | -$657K | 0.15% | 70 |
|
|
2023
Q3 | $582K | Buy |
+23,669
| New | +$582K | 0.15% | 74 |
|
|
2023
Q1 | $630K | Sell |
24,566
-1,061
| -4% | -$27.2K | 0.16% | 75 |
|
|
2022
Q4 | $516K | Buy |
+25,627
| New | +$516K | 0.12% | 124 |
|