IWA
IBEX Wealth Advisors’s Banco Santander SAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-540,270
| Closed | -$11.9M | – | 227 |
|
|
2024
Q3 | $11.9M | Buy |
540,270
+535,875
| +12,193% | +$11.8M | 3.25% | 6 |
|
|
2024
Q2 | $20.3K | Buy |
+4,395
| New | +$20.3K | ﹤0.01% | 196 |
|
|
2019
Q3 | – | Sell |
-765
| Closed | -$3K | – | 302 |
|
|
2019
Q2 | $3K | Buy |
+765
| New | +$3K | ﹤0.01% | 361 |
|