IWA
IBEX Wealth Advisors’s Idexx Laboratories IDXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-361
| Closed | -$225K | – | 304 |
|
|
2021
Q3 | $225K | Hold |
361
| – | – | 0.04% | 166 |
|
|
2021
Q2 | $228K | Buy |
+361
| New | +$228K | 0.05% | 166 |
|
|
2019
Q3 | – | Sell |
-63
| Closed | -$17K | – | 194 |
|
|
2019
Q2 | $17K | Buy |
+63
| New | +$17K | ﹤0.01% | 281 |
|
|
2017
Q4 | – | Sell |
-21,032
| Closed | -$3.33M | – | 103 |
|
|
2017
Q3 | $3.33M | Sell |
21,032
-618
| -3% | -$97.8K | 1.23% | 32 |
|
|
2017
Q2 | $3.5M | Buy |
21,650
+1,968
| +10% | +$318K | 1.38% | 25 |
|
|
2017
Q1 | $3.05M | Buy |
19,682
+858
| +5% | +$133K | 1.88% | 22 |
|
|
2016
Q4 | $2.24M | Buy |
+18,824
| New | +$2.24M | 1.07% | 33 |
|