IWA
IBEX Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-30,546
| Closed | -$4.18M | – | 221 |
|
|
2024
Q3 | $4.18M | Buy |
30,546
+29,131
| +2,059% | +$3.98M | 1.14% | 39 |
|
|
2024
Q2 | $145K | Buy |
+1,415
| New | +$145K | 0.02% | 141 |
|
|
2022
Q3 | – | Sell |
-2,466
| Closed | -$319K | – | 159 |
|
|
2022
Q2 | $319K | Buy |
+2,466
| New | +$319K | 0.07% | 122 |
|
|
2021
Q4 | – | Sell |
-28
| Closed | -$5K | – | 342 |
|
|
2021
Q3 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 402 |
|
|
2018
Q1 | – | Sell |
-2,407
| Closed | -$577K | – | 107 |
|
|
2017
Q4 | $577K | Sell |
2,407
-16
| -0.7% | -$3.84K | 0.26% | 66 |
|
|
2017
Q3 | $525K | Hold |
2,423
| – | – | 0.19% | 95 |
|
|
2017
Q2 | $510K | Buy |
2,423
+145
| +6% | +$30.5K | 0.2% | 96 |
|
|
2017
Q1 | $433K | Sell |
2,278
-30
| -1% | -$5.7K | 0.27% | 68 |
|
|
2016
Q4 | $412K | Sell |
2,308
-17,898
| -89% | -$3.19M | 0.2% | 92 |
|
|
2016
Q3 | $3.56M | Buy |
+20,206
| New | +$3.56M | 1.95% | 13 |
|