IWA
BR icon

IBEX Wealth Advisors’s Broadridge BR Stock Holding History

IBEX Wealth Advisors’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-600
Closed -$40K – 109
2016
Q4 		$40K Buy
+600
New +$40K 0.02% 182