IWA
IBEX Wealth Advisors’s HP HPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,214
| Closed | -$627K | – | 162 |
|
|
2024
Q4 | $627K | Sell |
19,214
-17,282
| -47% | -$564K | 0.07% | 140 |
|
|
2024
Q3 | $5.91M | Buy |
+36,496
| New | +$5.91M | 1.62% | 21 |
|
|
2022
Q3 | – | Sell |
-141,139
| Closed | -$4.63M | – | 155 |
|
|
2022
Q2 | $4.63M | Buy |
141,139
+3,826
| +3% | +$125K | 1.07% | 35 |
|
|
2022
Q1 | $4.98M | Buy |
137,313
+17,012
| +14% | +$617K | 0.95% | 39 |
|
|
2021
Q4 | $4.53M | Buy |
+120,301
| New | +$4.53M | 0.8% | 45 |
|