IBEX Wealth Advisors’s PNC Financial Services PNC Stock Holding History

IBEX Wealth Advisors’s Portfolio PNC Stock Details PNC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$200K	Buy
2021 Q4	–	Sell
2021 Q3	$9K	Buy
2018 Q4	–	Sell
2018 Q3	$3.47M	Buy
2018 Q2	$3.64M	Hold
2018 Q1	$3.64M	Buy
2017 Q4	$2.31M	Buy
2017 Q1	–	Sell
2016 Q4	$72K	Buy