IWA
IBEX Wealth Advisors’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-94,461
| Closed | -$5.8M | – | 300 |
|
|
2024
Q1 | $5.8M | Buy |
+94,461
| New | +$5.8M | 1.57% | 26 |
|
|
2023
Q1 | $5.31M | Buy |
97,180
+2,719
| +3% | +$149K | 1.38% | 29 |
|
|
2022
Q4 | $5.8M | Sell |
94,461
-1,272
| -1% | -$78K | 1.31% | 27 |
|
|
2022
Q3 | $5.43M | Buy |
95,733
+62,880
| +191% | +$3.56M | 1.41% | 22 |
|
|
2022
Q2 | $5.01M | Buy |
32,853
+93
| +0.3% | +$14.2K | 1.15% | 31 |
|
|
2022
Q1 | $5.84M | Buy |
32,760
+627
| +2% | +$112K | 1.12% | 31 |
|
|
2021
Q4 | $6.75M | Buy |
32,133
+299
| +0.9% | +$62.8K | 1.19% | 22 |
|
|
2021
Q3 | $6.15M | Buy |
31,834
+442
| +1% | +$85.3K | 1.18% | 21 |
|
|
2021
Q2 | $5.52M | Sell |
31,392
-408
| -1% | -$71.7K | 1.1% | 22 |
|
|
2021
Q1 | $4.69M | Buy |
31,800
+1,897
| +6% | +$280K | 1.16% | 29 |
|
|
2020
Q4 | $3.97M | Buy |
29,903
+960
| +3% | +$127K | 1.04% | 41 |
|
|
2020
Q3 | $3.55M | Sell |
28,943
-1,075
| -4% | -$132K | 1.03% | 41 |
|
|
2020
Q2 | $3.59M | Buy |
30,018
+484
| +2% | +$57.8K | 1.15% | 35 |
|
|
2020
Q1 | $2.8M | Sell |
29,534
-1,487
| -5% | -$141K | 1.09% | 40 |
|
|
2019
Q4 | $3.32M | Buy |
31,021
+981
| +3% | +$105K | 1.02% | 41 |
|
|
2019
Q3 | $2.98M | Sell |
30,040
-485
| -2% | -$48.2K | 0.99% | 39 |
|
|
2019
Q2 | $2.94M | Sell |
30,525
-2,003
| -6% | -$193K | 0.85% | 42 |
|
|
2019
Q1 | $2.85M | Sell |
32,528
-1,187
| -4% | -$104K | 1% | 35 |
|
|
2018
Q4 | $2.75M | Buy |
33,715
+1,015
| +3% | +$82.8K | 1.26% | 29 |
|
|
2018
Q3 | $2.85M | Buy |
32,700
+1,856
| +6% | +$162K | 1.02% | 45 |
|
|
2018
Q2 | $2.64M | Sell |
30,844
-1
| -0% | -$86 | 1.06% | 44 |
|
|
2018
Q1 | $2.64M | Buy |
30,845
+2,603
| +9% | +$223K | 1.07% | 43 |
|
|
2017
Q4 | $2.26M | Sell |
28,242
-74
| -0.3% | -$5.92K | 1% | 43 |
|
|
2017
Q3 | $2.11M | Buy |
28,316
+61
| +0.2% | +$4.55K | 0.78% | 49 |
|
|
2017
Q2 | $2.02M | Buy |
28,255
+5,441
| +24% | +$388K | 0.79% | 52 |
|
|
2017
Q1 | $1.58M | Buy |
22,814
+1,514
| +7% | +$105K | 0.97% | 41 |
|
|
2016
Q4 | $1.44M | Buy |
21,300
+828
| +4% | +$55.8K | 0.69% | 54 |
|
|
2016
Q3 | $1.38M | Buy |
+20,472
| New | +$1.38M | 0.76% | 48 |
|