IWA
IBEX Wealth Advisors’s First American FAF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-317
| Closed | -$17K | – | 158 |
|
|
2019
Q2 | $17K | Buy |
+317
| New | +$17K | ﹤0.01% | 279 |
|
|
2018
Q4 | – | Sell |
-10,804
| Closed | -$555K | – | 84 |
|
|
2018
Q3 | $555K | Buy |
10,804
+600
| +6% | +$30.8K | 0.2% | 85 |
|
|
2018
Q2 | $583K | Hold |
10,204
| – | – | 0.23% | 81 |
|
|
2018
Q1 | $583K | Sell |
10,204
-6,562
| -39% | -$375K | 0.24% | 80 |
|
|
2017
Q4 | $1.01M | Sell |
16,766
-225
| -1% | -$13.6K | 0.45% | 58 |
|
|
2017
Q3 | $843K | Buy |
16,991
+1
| +0% | +$50 | 0.31% | 83 |
|
|
2017
Q2 | $755K | Sell |
16,990
-575
| -3% | -$25.6K | 0.3% | 86 |
|
|
2017
Q1 | $670K | Sell |
17,565
-176
| -1% | -$6.71K | 0.41% | 60 |
|
|
2016
Q4 | $665K | Buy |
17,741
+4,278
| +32% | +$160K | 0.32% | 81 |
|
|
2016
Q3 | $529K | Buy |
+13,463
| New | +$529K | 0.29% | 86 |
|