O'Shaughnessy Asset Management’s IBEX IBEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69M | Buy |
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|
2025
Q1 | $3.44M | Buy |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $768K | Buy |
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|
2024
Q2 | $194K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $218K | Sell |
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|
2023
Q3 | $632K | Buy |
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|
2023
Q2 | $813K | Sell |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $719K | Buy |
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|
2022
Q3 | $212K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $24K | Sell |
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|
2021
Q2 | $73K | Hold |
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|
2021
Q1 | $82K | Buy |
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|
2020
Q4 | $69K | Buy |
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