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IBEX Wealth Advisors’s Renaissance IPO ETF IPO Stock Holding History

IBEX Wealth Advisors’s Portfolio IPO Stock Details IPO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-37,569
Closed -$2.34M – 191
2021
Q1 		$2.34M Buy
37,569
+18,068
+93% +$1.12M 0.58% 69
2020
Q4 		$1.26M Buy
+19,501
New +$1.26M 0.33% 87