IWA
IBEX Wealth Advisors’s Louisiana-Pacific LPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,171
| Closed | -$296K | – | 91 |
|
|
2018
Q3 | $296K | Sell |
11,171
-223
| -2% | -$5.91K | 0.11% | 89 |
|
|
2018
Q2 | $323K | Hold |
11,394
| – | – | 0.13% | 84 |
|
|
2018
Q1 | $323K | Hold |
11,394
| – | – | 0.13% | 83 |
|
|
2017
Q4 | $315K | Buy |
11,394
+433
| +4% | +$12K | 0.14% | 81 |
|
|
2017
Q3 | $305K | Hold |
10,961
| – | – | 0.11% | 109 |
|
|
2017
Q2 | $268K | Buy |
+10,961
| New | +$268K | 0.11% | 114 |
|