IWA
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IBEX Wealth Advisors’s Dorian LPG LPG Stock Holding History

IBEX Wealth Advisors’s Portfolio LPG Stock Details LPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-17
Closed -$741 – 136
2023
Q4 		$741 Sell
17
-17,732
-100% -$659K 0.16% 68
2023
Q3 		$510K Buy
+17,749
New +$477K 0.13% 77

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Vanguard Group
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State Street
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Arrowstreet Capital
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American Century Companies
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Geode Capital Management
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Goldman Sachs
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return