IWA
IBEX Wealth Advisors’s Canadian Natural Resources CNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-49,419
| Closed | -$2.74M | – | 289 |
|
|
2024
Q1 | $2.74M | Buy |
49,419
+49,412
| +705,886% | +$2.74M | 0.74% | 47 |
|
|
2023
Q4 | $473 | Sell |
7
-10,248
| -100% | -$692K | 0.1% | 86 |
|
|
2023
Q3 | $663K | Buy |
+10,255
| New | +$663K | 0.17% | 71 |
|
|
2023
Q1 | $606K | Sell |
10,955
-38,464
| -78% | -$2.13M | 0.16% | 76 |
|
|
2022
Q4 | $2.74M | Buy |
49,419
+1,040
| +2% | +$57.7K | 0.62% | 53 |
|
|
2022
Q3 | $2.25M | Buy |
48,379
+1,168
| +2% | +$54.4K | 0.59% | 61 |
|
|
2022
Q2 | $2.53M | Buy |
47,211
+38,229
| +426% | +$2.05M | 0.58% | 65 |
|
|
2022
Q1 | $557K | Buy |
+8,982
| New | +$557K | 0.11% | 114 |
|
|
2021
Q4 | – | Sell |
-2,535
| Closed | -$93K | – | 233 |
|
|
2021
Q3 | $93K | Buy |
+2,535
| New | +$93K | 0.02% | 229 |
|
|
2017
Q1 | – | Sell |
-2,913
| Closed | -$90K | – | 128 |
|
|
2016
Q4 | $90K | Buy |
+2,913
| New | +$90K | 0.04% | 143 |
|