IWA
IBEX Wealth Advisors’s Tanger SKT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,329
| Closed | -$754K | – | 206 |
|
|
2025
Q1 | $754K | Buy |
22,329
+862
| +4% | +$29.1K | 0.1% | 108 |
|
|
2024
Q4 | $733K | Buy |
+21,467
| New | +$733K | 0.09% | 132 |
|
|
2024
Q3 | – | Sell |
-17,815
| Closed | -$483K | – | 241 |
|
|
2024
Q2 | $483K | Buy |
+17,815
| New | +$483K | 0.08% | 97 |
|
|
2024
Q1 | – | Sell |
-18
| Closed | -$510 | – | 146 |
|
|
2023
Q4 | $510 | Sell |
18
-19,307
| -100% | -$547K | 0.11% | 81 |
|
|
2023
Q3 | $437K | Buy |
+19,325
| New | +$437K | 0.11% | 87 |
|
|
2019
Q2 | – | Sell |
-98,803
| Closed | -$2.07M | – | 391 |
|
|
2019
Q1 | $2.07M | Buy |
98,803
+42,810
| +76% | +$898K | 0.73% | 62 |
|
|
2018
Q4 | $1.13M | Buy |
55,993
+31,424
| +128% | +$635K | 0.52% | 53 |
|
|
2018
Q3 | $546K | Buy |
+24,569
| New | +$546K | 0.2% | 87 |
|