Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $1.17 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LNT
Alliant Energy Corp

Utilities
Q3 2019 Filed on Nov 12, 2019
2,096
$48.99 - $54.26 $103K - $114K
American Intl
Q3 2019 Filed on Nov 12, 2019
14
N/A
CENX
Century Aluminum CO

Basic Materials
Q3 2019 Filed on Nov 12, 2019
2,590
$5.15 - $7.83 $13.3K - $20.3K
AWK
American Water Works Company, Inc.

Utilities
Q3 2019 Filed on Nov 12, 2019
482
$113.86 - $129.5 $54.9K - $62.4K
NLY
Annaly Capital Management Inc

Real Estate
Q3 2019 Filed on Nov 12, 2019
1,519
$8.19 - $9.67 $12.4K - $14.7K
COO
Cooper Companies, Inc.

Healthcare
Q3 2019 Filed on Nov 12, 2019
157
$294.25 - $341.49 $46.2K - $53.6K
Direxion Daily
Q3 2019 Filed on Nov 12, 2019
575
N/A
ESS
Essex Property Trust, Inc.

Real Estate
Q3 2019 Filed on Nov 12, 2019
498
$292.05 - $330.21 $145K - $164K
ECL
Ecolab Inc.

Basic Materials
Q3 2019 Filed on Nov 12, 2019
311
$192.11 - $208.57 $59.7K - $64.9K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q3 2019 Filed on Nov 12, 2019
1,437
$23.2 - $24.8 $33.3K - $35.6K
Gw Pharmaceuticals
Q3 2019 Filed on Nov 12, 2019
11,896
N/A
DNP
Dnp Select Income Fund Inc

Financial Services
Q3 2019 Filed on Nov 12, 2019
700
$11.77 - $12.99 $8.24K - $9.09K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q3 2019 Filed on Nov 12, 2019
585
$24.37 - $30.03 $14.3K - $17.6K
TCRT
Alaunos Therapeutics, Inc.

Healthcare
Q3 2019 Filed on Nov 12, 2019
2,500
$4.13 - $6.94 $10.3K - $17.4K
EVRG
Evergy, Inc.

Utilities
Q3 2019 Filed on Nov 12, 2019
262
$60.16 - $67.31 $15.8K - $17.6K
TPOR
Direxion Shs ETF Tr Daily Tran

ETFs
Q3 2019 Filed on Nov 12, 2019
1,835
$20.32 - $28.77 $37.3K - $52.8K
Dowdupont Inc
Q2 2019 Filed on Jul 30, 2019
47,382
N/A
GEO
Geo Group Inc

Real Estate
Q1 2019 Filed on May 01, 2019
53,285
$18.34 - $23.65 $977K - $1.26M
EA
Electronic Arts Inc.

Communication Services
Q1 2019 Filed on May 01, 2019
20,866
$78.71 - $106.84 $1.64M - $2.23M
Apartment Investment
Q1 2019 Filed on May 01, 2019
30,621
N/A
RJF
Raymond James Financial Inc

Financial Services
Q4 2018 Filed on Feb 01, 2019
32,348
$46.47 - $63.21 $1.5M - $2.04M
LPX
Louisiana Pacific Corp

Industrials
Q4 2018 Filed on Feb 01, 2019
11,171
$20.52 - $26.58 $229K - $297K
Invesco Qqq
Q4 2018 Filed on Feb 01, 2019
14,091
N/A
Senior Housing
Q4 2018 Filed on Feb 01, 2019
40,451
N/A
BAX
Baxter International Inc

Healthcare
Q4 2018 Filed on Feb 01, 2019
12,364
$61.45 - $77.8 $760K - $962K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q4 2018 Filed on Feb 01, 2019
49,092
$65.01 - $72.73 $3.19M - $3.57M
Suntrust Banks
Q4 2018 Filed on Feb 01, 2019
45,296
N/A
ROK
Rockwell Automation, Inc

Industrials
Q4 2018 Filed on Feb 01, 2019
19,835
$141.77 - $189.89 $2.81M - $3.77M
HAL
Halliburton CO

Energy
Q3 2018 Filed on Oct 09, 2018
27,137
$36.69 - $46.26 $996K - $1.26M
EBAY
Ebay Inc

Consumer Cyclical
Q3 2018 Filed on Oct 09, 2018
11,835
$32.76 - $37.95 $388K - $449K
HP
Helmerich & Payne, Inc.

Energy
Q3 2018 Filed on Oct 09, 2018
45,085
$58.82 - $69.08 $2.65M - $3.11M
EEMV
Ishares Msci Emerging Markets

ETFs
Q3 2018 Filed on Oct 09, 2018
45,456
$57.14 - $59.9 $2.6M - $2.72M
Williams Partners
Q3 2018 Filed on Oct 09, 2018
56,622
N/A
Wyndham Worldwide
Q3 2018 Filed on Oct 09, 2018
16,151
N/A
LUV
Southwest Airlines CO

Industrials
Q3 2018 Filed on Oct 09, 2018
40,294
$51.52 - $63.77 $2.08M - $2.57M
Powershares Db
Q3 2018 Filed on Oct 09, 2018
25,878
N/A
Rydex Guggenheim
Q3 2018 Filed on Oct 09, 2018
22,644
N/A
Powershares Preferred
Q3 2018 Filed on Oct 09, 2018
165,162
N/A
Energy Transfer
Q2 2018 Filed on Sep 24, 2018
48,517
N/A
C
Citigroup Inc

Financial Services
Q1 2018 Filed on Jun 13, 2018
9,014
$67.5 - $80.08 $608K - $722K
Athene Holding
Q1 2018 Filed on Jun 13, 2018
8,129
N/A
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q1 2018 Filed on Jun 13, 2018
12,593
$54.06 - $71.36 $681K - $899K
Broadcom LTD
Q1 2018 Filed on Jun 13, 2018
7,895
N/A
Spirit Realty
Q1 2018 Filed on Jun 13, 2018
20,000
N/A
Cone Midstream
Q4 2017 Filed on Feb 13, 2018
3,579
N/A
Enbridge Energy
Q4 2017 Filed on Feb 13, 2018
3,704
N/A
Dextera Surgical
Q4 2017 Filed on Feb 13, 2018
3,000
N/A
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
Q4 2017 Filed on Feb 13, 2018
6,208
$13.93 - $14.34 $86.5K - $89K
Powershares Dividend
Q4 2017 Filed on Feb 13, 2018
9,459
N/A
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