IWA
IBEX Wealth Advisors’s Primerica PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,125
| Closed | -$305K | – | 189 |
|
|
2024
Q4 | $305K | Buy |
+1,125
| New | +$305K | 0.04% | 173 |
|
|
2024
Q3 | – | Sell |
-1,008
| Closed | -$239K | – | 229 |
|
|
2024
Q2 | $239K | Buy |
+1,008
| New | +$239K | 0.04% | 121 |
|
|
2017
Q1 | – | Sell |
-95
| Closed | -$7K | – | 307 |
|
|
2016
Q4 | $7K | Buy |
+95
| New | +$7K | ﹤0.01% | 335 |
|