IWA
IBEX Wealth Advisors’s Netflix NFLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.13M | Buy |
5,323
+305
| +6% | +$408K | 0.76% | 45 |
|
|
2025
Q1 | $4.68M | Buy |
5,018
+526
| +12% | +$491K | 0.62% | 58 |
|
|
2024
Q4 | $4M | Sell |
4,492
-27,878
| -86% | -$24.8M | 0.47% | 66 |
|
|
2024
Q3 | $1.53M | Buy |
32,370
+26,235
| +428% | +$1.24M | 0.42% | 53 |
|
|
2024
Q2 | $4.14M | Buy |
+6,135
| New | +$4.14M | 0.65% | 48 |
|
|
2024
Q1 | – | Sell |
-5
| Closed | -$2.42K | – | 141 |
|
|
2023
Q4 | $2.42K | Buy |
+5
| New | +$2.42K | 0.53% | 60 |
|
|
2019
Q3 | – | Sell |
-4,847
| Closed | -$1.78M | – | 255 |
|
|
2019
Q2 | $1.78M | Buy |
+4,847
| New | +$1.78M | 0.51% | 78 |
|