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IBEX Wealth Advisors’s Cullen/Frost Bankers CFR Stock Holding History

IBEX Wealth Advisors’s Portfolio CFR Stock Details CFR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,509
Closed -$464K – 177
2022
Q3 		$464K Buy
+3,509
New +$464K 0.12% 108