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IBEX Wealth Advisors’s Citigroup C Stock Holding History

IBEX Wealth Advisors’s Portfolio C Stock Details C Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-9,014
Closed -$671K – 92
2017
Q4 		$671K Buy
+9,014
New +$671K 0.3% 64
2017
Q1 		– Sell
-183
Closed -$10K – 116
2016
Q4 		$10K Buy
+183
New +$10K ﹤0.01% 283