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IBEX Wealth Advisors’s Standex International SXI Stock Holding History

IBEX Wealth Advisors’s Portfolio SXI Stock Details SXI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,527
Closed -$285K – 200
2024
Q4 		$285K Buy
+1,527
New +$285K 0.03% 184
2024
Q3 		– Sell
-1,359
Closed -$219K – 251
2024
Q2 		$219K Buy
+1,359
New +$219K 0.03% 127