IWA
IBEX Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-280
| Closed | -$72K | – | 112 |
|
|
2024
Q2 | $72K | Buy |
+280
| New | +$72K | 0.01% | 155 |
|
|
2024
Q1 | – | Sell |
-2
| Closed | -$408 | – | 123 |
|
|
2023
Q4 | $408 | Sell |
2
-6,791
| -100% | -$1.39M | 0.09% | 92 |
|
|
2023
Q3 | $1.38M | Buy |
+6,793
| New | +$1.38M | 0.35% | 66 |
|
|
2021
Q4 | – | Sell |
-216
| Closed | -$59K | – | 236 |
|
|
2021
Q3 | $59K | Buy |
+216
| New | +$59K | 0.01% | 257 |
|
|
2020
Q3 | – | Sell |
-11,408
| Closed | -$2.14M | – | 99 |
|
|
2020
Q2 | $2.14M | Buy |
+11,408
| New | +$2.14M | 0.69% | 61 |
|
|
2019
Q3 | – | Sell |
-421
| Closed | -$63K | – | 132 |
|
|
2019
Q2 | $63K | Buy |
+421
| New | +$63K | 0.02% | 192 |
|
|
2017
Q1 | – | Sell |
-140
| Closed | -$11K | – | 132 |
|
|
2016
Q4 | $11K | Buy |
+140
| New | +$11K | 0.01% | 276 |
|