IWA
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IBEX Wealth Advisors’s Gartner IT Stock Holding History

IBEX Wealth Advisors’s Portfolio IT Stock Details IT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-254
Closed -$40K – 209
2019
Q2 		$40K Buy
+254
New +$40K 0.01% 237