RWM
Ritholtz Wealth Management’s IBEX IBEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
92,556
+12,874
| +16% | +$375K | 0.06% | 221 |
|
|
2025
Q1 | $1.94M | Buy |
79,682
+46,823
| +142% | +$1.14M | 0.06% | 255 |
|
|
2024
Q4 | $706K | Buy |
32,859
+14,279
| +77% | +$307K | 0.02% | 469 |
|
|
2024
Q3 | $371K | Buy |
+18,580
| New | +$371K | 0.01% | 648 |
|
|
2023
Q3 | – | Sell |
-15,268
| Closed | -$324K | – | 721 |
|
|
2023
Q2 | $324K | Sell |
15,268
-17,570
| -54% | -$373K | 0.01% | 523 |
|
|
2023
Q1 | $801K | Buy |
32,838
+20,651
| +169% | +$504K | 0.04% | 316 |
|
|
2022
Q4 | $303K | Buy |
+12,187
| New | +$303K | 0.02% | 456 |
|