IWA
IBEX Wealth Advisors’s Virtu Financial VIRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.67M | Buy |
193,464
+6,682
| +4% | +$299K | 0.92% | 31 |
|
|
2025
Q1 | $7.12M | Buy |
186,782
+2,289
| +1% | +$87.3K | 0.94% | 37 |
|
|
2024
Q4 | $6.58M | Buy |
184,493
+57,979
| +46% | +$2.07M | 0.78% | 43 |
|
|
2024
Q3 | $4.2M | Sell |
126,514
-32,959
| -21% | -$1.1M | 1.15% | 37 |
|
|
2024
Q2 | $3.58M | Buy |
+159,473
| New | +$3.58M | 0.56% | 57 |
|
|
2020
Q4 | – | Sell |
-144,417
| Closed | -$3.32M | – | 109 |
|
|
2020
Q3 | $3.32M | Buy |
144,417
+2,014
| +1% | +$46.3K | 0.96% | 45 |
|
|
2020
Q2 | $3.36M | Buy |
+142,403
| New | +$3.36M | 1.08% | 42 |
|