IWA
IBEX Wealth Advisors’s GE HealthCare GEHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+3,180
| New | +$236K | 0.03% | 182 |
|
|
2025
Q1 | – | Sell |
-3,961
| Closed | -$310K | – | 156 |
|
|
2024
Q4 | $310K | Sell |
3,961
-183,825
| -98% | -$14.4M | 0.04% | 172 |
|
|
2024
Q3 | $7.84M | Buy |
187,786
+183,203
| +3,997% | +$7.65M | 2.15% | 13 |
|
|
2024
Q2 | $357K | Buy |
+4,583
| New | +$357K | 0.06% | 101 |
|
|
2024
Q1 | – | Sell |
-5
| Closed | -$385 | – | 129 |
|
|
2023
Q4 | $385 | Sell |
5
-5,506
| -100% | -$424K | 0.08% | 93 |
|
|
2023
Q3 | $375K | Buy |
+5,511
| New | +$375K | 0.1% | 91 |
|
|
2023
Q1 | $558K | Buy |
+6,804
| New | +$558K | 0.14% | 81 |
|