IWA
IBEX Wealth Advisors’s Cheniere Energy CQP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-62,433
| Closed | -$2.84M | – | 103 |
|
|
2019
Q3 | $2.84M | Buy |
62,433
+2,002
| +3% | +$91K | 0.94% | 47 |
|
|
2019
Q2 | $2.55M | Buy |
60,431
+1,404
| +2% | +$59.2K | 0.74% | 53 |
|
|
2019
Q1 | $2.48M | Buy |
59,027
+9,649
| +20% | +$405K | 0.87% | 48 |
|
|
2018
Q4 | $1.78M | Buy |
+49,378
| New | +$1.78M | 0.81% | 43 |
|
|
2017
Q1 | – | Sell |
-700
| Closed | -$20K | – | 131 |
|
|
2016
Q4 | $20K | Buy |
+700
| New | +$20K | 0.01% | 224 |
|