IWA
IBEX Wealth Advisors’s Zoetis ZTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-130
| Closed | -$22.5K | – | 283 |
|
|
2024
Q2 | $22.5K | Buy |
+130
| New | +$22.5K | ﹤0.01% | 190 |
|
|
2021
Q1 | – | Sell |
-20,488
| Closed | -$3.39M | – | 127 |
|
|
2020
Q4 | $3.39M | Buy |
20,488
+820
| +4% | +$136K | 0.89% | 51 |
|
|
2020
Q3 | $3.25M | Sell |
19,668
-107
| -0.5% | -$17.7K | 0.94% | 47 |
|
|
2020
Q2 | $2.71M | Sell |
19,775
-606
| -3% | -$83K | 0.87% | 50 |
|
|
2020
Q1 | $2.4M | Buy |
20,381
+402
| +2% | +$47.3K | 0.93% | 47 |
|
|
2019
Q4 | $2.64M | Buy |
19,979
+1,569
| +9% | +$208K | 0.81% | 52 |
|
|
2019
Q3 | $2.29M | Buy |
18,410
+167
| +0.9% | +$20.8K | 0.76% | 56 |
|
|
2019
Q2 | $2.07M | Buy |
18,243
+2,328
| +15% | +$264K | 0.6% | 65 |
|
|
2019
Q1 | $1.6M | Buy |
+15,915
| New | +$1.6M | 0.56% | 74 |
|