IWA
IBEX Wealth Advisors’s CNO Financial Group CNO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Sell |
22,011
-1,507
| -6% | -$58.1K | 0.09% | 120 |
|
|
2025
Q1 | $980K | Buy |
23,518
+3,687
| +19% | +$154K | 0.13% | 104 |
|
|
2024
Q4 | $738K | Buy |
+19,831
| New | +$738K | 0.09% | 130 |
|
|
2024
Q3 | – | Sell |
-18,715
| Closed | -$519K | – | 106 |
|
|
2024
Q2 | $519K | Buy |
+18,715
| New | +$519K | 0.08% | 92 |
|
|
2024
Q1 | – | Sell |
-19
| Closed | -$527 | – | 122 |
|
|
2023
Q4 | $527 | Sell |
19
-19,622
| -100% | -$544K | 0.11% | 77 |
|
|
2023
Q3 | $466K | Buy |
+19,641
| New | +$466K | 0.12% | 82 |
|