IWA
IBEX Wealth Advisors’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-67
| Closed | -$3.52K | – | 212 |
|
|
2024
Q2 | $3.52K | Sell |
67
-45,038
| -100% | -$2.37M | ﹤0.01% | 263 |
|
|
2024
Q1 | $2.86M | Buy |
+45,105
| New | +$2.86M | 0.78% | 44 |
|
|
2023
Q4 | – | Sell |
-40,442
| Closed | -$2.02M | – | 118 |
|
|
2023
Q3 | $2.02M | Buy |
+40,442
| New | +$2.02M | 0.51% | 59 |
|
|
2023
Q1 | $3.04M | Buy |
48,072
+2,967
| +7% | +$188K | 0.79% | 47 |
|
|
2022
Q4 | $2.86M | Sell |
45,105
-2,338
| -5% | -$148K | 0.65% | 49 |
|
|
2022
Q3 | $2.76M | Sell |
47,443
-822
| -2% | -$47.8K | 0.72% | 52 |
|
|
2022
Q2 | $3.3M | Buy |
+48,265
| New | +$3.3M | 0.76% | 46 |
|
|
2017
Q1 | – | Sell |
-64
| Closed | -$4K | – | 275 |
|
|
2016
Q4 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 398 |
|