IWA
IBEX Wealth Advisors’s W.W. Grainger GWW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-376
| Closed | -$396K | – | 159 |
|
|
2024
Q4 | $396K | Sell |
376
-4,645
| -93% | -$4.89M | 0.05% | 158 |
|
|
2024
Q3 | $4.45M | Buy |
5,021
+4,676
| +1,355% | +$4.15M | 1.22% | 33 |
|
|
2024
Q2 | $311K | Buy |
+345
| New | +$311K | 0.05% | 106 |
|
|
2021
Q4 | – | Sell |
-12
| Closed | -$5K | – | 291 |
|
|
2021
Q3 | $5K | Buy |
+12
| New | +$5K | ﹤0.01% | 397 |
|
|
2019
Q3 | – | Sell |
-511
| Closed | -$137K | – | 180 |
|
|
2019
Q2 | $137K | Buy |
+511
| New | +$137K | 0.04% | 150 |
|
|
2017
Q1 | – | Sell |
-542
| Closed | -$134K | – | 191 |
|
|
2016
Q4 | $134K | Buy |
+542
| New | +$134K | 0.06% | 126 |
|