IBEX Wealth Advisors’s SPDR S&P Software & Services ETF XSW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,630
| Closed | -$240K | – | 188 |
|
|
2022
Q1 | $240K | Sell |
1,630
-801
| -33% | -$118K | 0.05% | 148 |
|
|
2021
Q4 | $402K | Sell |
2,431
-88
| -3% | -$14.6K | 0.07% | 135 |
|
|
2021
Q3 | $432K | Buy |
2,519
+186
| +8% | +$31.9K | 0.08% | 128 |
|
|
2021
Q2 | $400K | Buy |
+2,333
| New | +$400K | 0.08% | 129 |
|