IWA
IBEX Wealth Advisors’s COPT Defense Properties CDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-263
| Closed | -$7K | – | 226 |
|
|
2021
Q3 | $7K | Buy |
+263
| New | +$7K | ﹤0.01% | 371 |
|
|
2021
Q1 | – | Sell |
-74,698
| Closed | -$1.95M | – | 116 |
|
|
2020
Q4 | $1.95M | Buy |
74,698
+7,365
| +11% | +$192K | 0.51% | 73 |
|
|
2020
Q3 | $1.6M | Sell |
67,333
-47
| -0.1% | -$1.12K | 0.46% | 72 |
|
|
2020
Q2 | $1.71M | Buy |
+67,380
| New | +$1.71M | 0.55% | 70 |
|