IWA
IBEX Wealth Advisors’s Hanover Insurance THG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $326K | Buy |
+1,917
| New | +$326K | 0.03% | 166 |
|
2025
Q1 | – | Sell |
-1,897
| Closed | -$293K | – | 201 |
|
2024
Q4 | $293K | Buy |
+1,897
| New | +$293K | 0.03% | 180 |
|
2017
Q1 | – | Sell |
-503
| Closed | -$42K | – | 351 |
|
2016
Q4 | $42K | Buy |
+503
| New | +$42K | 0.02% | 179 |
|