IWA
IBEX Wealth Advisors’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Buy |
+2,871
| New | +$557K | 0.06% | 143 |
|
|
2025
Q1 | – | Sell |
-3,111
| Closed | -$585K | – | 180 |
|
|
2024
Q4 | $585K | Buy |
+3,111
| New | +$585K | 0.07% | 141 |
|
|
2024
Q3 | – | Sell |
-3,742
| Closed | -$566K | – | 201 |
|
|
2024
Q2 | $566K | Sell |
3,742
-41
| -1% | -$6.21K | 0.09% | 89 |
|
|
2024
Q1 | $549K | Buy |
3,783
+3,779
| +94,475% | +$548K | 0.15% | 83 |
|
|
2023
Q4 | $519 | Sell |
4
-3,779
| -100% | -$490K | 0.11% | 79 |
|
|
2023
Q3 | $478K | Buy |
+3,783
| New | +$478K | 0.12% | 80 |
|
|
2023
Q1 | $452K | Hold |
3,783
| – | – | 0.12% | 88 |
|
|
2022
Q4 | $549K | Buy |
3,783
+1,798
| +91% | +$261K | 0.12% | 118 |
|
|
2022
Q3 | $350K | Hold |
1,985
| – | – | 0.09% | 118 |
|
|
2022
Q2 | $316K | Hold |
1,985
| – | – | 0.07% | 123 |
|
|
2022
Q1 | $336K | Sell |
1,985
-441
| -18% | -$74.6K | 0.06% | 134 |
|
|
2021
Q4 | $373K | Buy |
2,426
+441
| +22% | +$67.8K | 0.07% | 141 |
|
|
2021
Q3 | $296K | Hold |
1,985
| – | – | 0.06% | 148 |
|
|
2021
Q2 | $288K | Buy |
+1,985
| New | +$288K | 0.06% | 145 |
|
|
2019
Q3 | – | Sell |
-2,109
| Closed | -$358K | – | 249 |
|
|
2019
Q2 | $358K | Buy |
+2,109
| New | +$358K | 0.1% | 117 |
|
|
2018
Q1 | – | Sell |
-2,159
| Closed | -$372K | – | 110 |
|
|
2017
Q4 | $372K | Buy |
+2,159
| New | +$372K | 0.16% | 77 |
|