IWA
IBEX Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Buy |
+1,099
| New | +$778K | 0.08% | 126 |
|
|
2025
Q1 | – | Sell |
-7,356
| Closed | -$4.21M | – | 158 |
|
|
2024
Q4 | $4.21M | Buy |
+7,356
| New | +$4.21M | 0.5% | 64 |
|
|
2024
Q3 | – | Sell |
-5,890
| Closed | -$2.66M | – | 152 |
|
|
2024
Q2 | $2.66M | Buy |
+5,890
| New | +$2.66M | 0.42% | 67 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$225 | – | 130 |
|
|
2023
Q4 | $225 | Sell |
1
-802
| -100% | -$180K | 0.05% | 104 |
|
|
2023
Q3 | $260K | Buy |
+803
| New | +$260K | 0.07% | 101 |
|
|
2021
Q4 | – | Sell |
-136
| Closed | -$51K | – | 288 |
|
|
2021
Q3 | $51K | Buy |
+136
| New | +$51K | 0.01% | 269 |
|