IWA
IBEX Wealth Advisors’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-47
| Closed | -$9K | – | 373 |
|
|
2021
Q3 | $9K | Buy |
+47
| New | +$9K | ﹤0.01% | 363 |
|
|
2018
Q4 | – | Sell |
-25,546
| Closed | -$3.47M | – | 96 |
|
|
2018
Q3 | $3.47M | Buy |
25,546
+1,009
| +4% | +$137K | 1.24% | 33 |
|
|
2018
Q2 | $3.64M | Hold |
24,537
| – | – | 1.46% | 26 |
|
|
2018
Q1 | $3.64M | Buy |
24,537
+8,591
| +54% | +$1.27M | 1.48% | 26 |
|
|
2017
Q4 | $2.31M | Buy |
+15,946
| New | +$2.31M | 1.02% | 40 |
|
|
2017
Q1 | – | Sell |
-617
| Closed | -$72K | – | 305 |
|
|
2016
Q4 | $72K | Buy |
+617
| New | +$72K | 0.03% | 161 |
|