IWA
IBEX Wealth Advisors’s Badger Meter BMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,513
| Closed | -$321K | – | 132 |
|
|
2024
Q4 | $321K | Sell |
1,513
-90,551
| -98% | -$19.2M | 0.04% | 167 |
|
|
2024
Q3 | $3.99M | Buy |
92,064
+90,699
| +6,645% | +$3.93M | 1.09% | 40 |
|
|
2024
Q2 | $254K | Buy |
+1,365
| New | +$254K | 0.04% | 114 |
|
|
2017
Q1 | – | Sell |
-214
| Closed | -$8K | – | 105 |
|
|
2016
Q4 | $8K | Buy |
+214
| New | +$8K | ﹤0.01% | 312 |
|