IWA
IBEX Wealth Advisors’s PotlatchDeltic PCH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-51,598
| Closed | -$2.72M | – | 175 |
|
|
2022
Q1 | $2.72M | Buy |
51,598
+3,294
| +7% | +$174K | 0.52% | 72 |
|
|
2021
Q4 | $2.91M | Buy |
48,304
+3,038
| +7% | +$183K | 0.52% | 75 |
|
|
2021
Q3 | $2.34M | Buy |
45,266
+2,701
| +6% | +$139K | 0.45% | 80 |
|
|
2021
Q2 | $2.26M | Buy |
42,565
+4,119
| +11% | +$219K | 0.45% | 80 |
|
|
2021
Q1 | $2.04M | Buy |
38,446
+5,604
| +17% | +$297K | 0.5% | 75 |
|
|
2020
Q4 | $1.64M | Buy |
32,842
+3,511
| +12% | +$176K | 0.43% | 77 |
|
|
2020
Q3 | $1.24M | Buy |
+29,331
| New | +$1.24M | 0.36% | 81 |
|