IWA
IBEX Wealth Advisors’s Fidelity National Financial FNF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-17,028
| Closed | -$629K | – | 152 |
|
|
2022
Q2 | $629K | Sell |
17,028
-87,000
| -84% | -$3.21M | 0.14% | 106 |
|
|
2022
Q1 | $5.08M | Buy |
104,028
+35,302
| +51% | +$1.72M | 0.97% | 38 |
|
|
2021
Q4 | $3.59M | Buy |
+68,726
| New | +$3.59M | 0.63% | 61 |
|