IWA
IBEX Wealth Advisors’s Janus Henderson JHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-38,409
| Closed | -$903K | – | 157 |
|
|
2022
Q2 | $903K | Buy |
38,409
+3,137
| +9% | +$73.8K | 0.21% | 95 |
|
|
2022
Q1 | $1.24M | Sell |
35,272
-1,781
| -5% | -$62.4K | 0.24% | 97 |
|
|
2021
Q4 | $1.55M | Buy |
37,053
+19,621
| +113% | +$823K | 0.28% | 99 |
|
|
2021
Q3 | $720K | Buy |
17,432
+8,917
| +105% | +$368K | 0.14% | 113 |
|
|
2021
Q2 | $330K | Buy |
+8,515
| New | +$330K | 0.07% | 135 |
|