IWA
IBEX Wealth Advisors’s Chemours CC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $328K | Buy |
+10,945
| New | +$328K | 0.09% | 98 |
|
|
2022
Q3 | – | Sell |
-209,118
| Closed | -$6.7M | – | 149 |
|
|
2022
Q2 | $6.7M | Sell |
209,118
-7,607
| -4% | -$244K | 1.54% | 17 |
|
|
2022
Q1 | $6.82M | Buy |
216,725
+15,869
| +8% | +$500K | 1.31% | 24 |
|
|
2021
Q4 | $6.74M | Buy |
200,856
+11,998
| +6% | +$403K | 1.19% | 23 |
|
|
2021
Q3 | $5.49M | Buy |
188,858
+6,659
| +4% | +$194K | 1.06% | 27 |
|
|
2021
Q2 | $6.34M | Buy |
182,199
+8,025
| +5% | +$279K | 1.27% | 17 |
|
|
2021
Q1 | $4.86M | Buy |
+174,174
| New | +$4.86M | 1.2% | 26 |
|