IWA
IBEX Wealth Advisors’s RLI Corp RLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,819
| Closed | -$300K | – | 192 |
|
|
2024
Q4 | $300K | Buy |
+1,819
| New | +$300K | 0.04% | 176 |
|
|
2024
Q3 | – | Sell |
-1,600
| Closed | -$225K | – | 234 |
|
|
2024
Q2 | $225K | Buy |
+1,600
| New | +$225K | 0.04% | 125 |
|
|
2017
Q1 | – | Sell |
-104
| Closed | -$6K | – | 316 |
|
|
2016
Q4 | $6K | Buy |
+104
| New | +$6K | ﹤0.01% | 357 |
|