IWA
LBAI
IBEX Wealth Advisors’s Lakeland Bancorp Inc LBAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13
| Closed | -$199 | – | 152 |
|
|
2023
Q4 | $199 | Sell |
13
-13,305
| -100% | -$204K | 0.04% | 108 |
|
|
2023
Q3 | $168K | Buy |
+13,318
| New | +$168K | 0.04% | 110 |
|
|
2021
Q4 | – | Sell |
-726
| Closed | -$13K | – | 449 |
|
|
2021
Q3 | $13K | Buy |
+726
| New | +$13K | ﹤0.01% | 348 |
|
|
2019
Q3 | – | Sell |
-726
| Closed | -$11K | – | 374 |
|
|
2019
Q2 | $11K | Buy |
+726
| New | +$11K | ﹤0.01% | 305 |
|
|
2017
Q1 | – | Sell |
-726
| Closed | -$13K | – | 412 |
|
|
2016
Q4 | $13K | Buy |
+726
| New | +$13K | 0.01% | 266 |
|