IWA
IBEX Wealth Advisors’s Citizens Financial Group CFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-161,423
| Closed | -$6.61M | – | 195 |
|
|
2025
Q1 | $6.61M | Buy |
161,423
+635
| +0.4% | +$26K | 0.87% | 39 |
|
|
2024
Q4 | $7.04M | Buy |
+160,788
| New | +$7.04M | 0.83% | 38 |
|
|
2020
Q3 | – | Sell |
-19,183
| Closed | -$484K | – | 98 |
|
|
2020
Q2 | $484K | Sell |
19,183
-490
| -2% | -$12.4K | 0.16% | 87 |
|
|
2020
Q1 | $370K | Buy |
19,673
+188
| +1% | +$3.54K | 0.14% | 82 |
|
|
2019
Q4 | $791K | Buy |
+19,485
| New | +$791K | 0.24% | 88 |
|
|
2018
Q4 | – | Sell |
-70,066
| Closed | -$2.69M | – | 78 |
|
|
2018
Q3 | $2.69M | Buy |
70,066
+2,791
| +4% | +$107K | 0.96% | 48 |
|
|
2018
Q2 | $2.77M | Hold |
67,275
| – | – | 1.11% | 42 |
|
|
2018
Q1 | $2.77M | Buy |
+67,275
| New | +$2.77M | 1.12% | 41 |
|