IWA

IBEX Wealth Advisors’s S&P Global SPGI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,690	Closed	-$2.09M	–	247
2024 Q2	$2.09M	Buy	+4,690	New	+$2.09M	0.33%	69
2019 Q3	–	Sell	-233	Closed	-$53K	–	317
2019 Q2	$53K	Buy	+233	New	+$53K	0.02%	216