IWA
IBEX Wealth Advisors’s D.R. Horton DHI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-166
| Closed | -$23.4K | – | 123 |
|
2024
Q2 | $23.4K | Buy |
+166
| New | +$23.4K | ﹤0.01% | 186 |
|
2021
Q4 | – | Sell |
-859
| Closed | -$72K | – | 245 |
|
2021
Q3 | $72K | Buy |
+859
| New | +$72K | 0.01% | 246 |
|
2019
Q3 | – | Sell |
-970
| Closed | -$41K | – | 136 |
|
2019
Q2 | $41K | Buy |
+970
| New | +$41K | 0.01% | 233 |
|