Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $1.17 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
UA
Under Armour Inc Cl C

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
402
$17.06 - $22.63 $6.86K - $9.1K
UAA
Under Armour, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
400
$19.94 - $26.96 $7.98K - $10.8K
TLRY
Tilray Brands, Inc.

Healthcare
Q4 2021 Filed on Feb 22, 2022
487
$7.03 - $13.03 $3.42K - $6.35K
GIM
Templeton Global Income Fund

Financial Services
Q4 2021 Filed on Feb 22, 2022
34
$5.03 - $5.49 $171 - $187
GGT
Gabelli Multimedia Trust Inc.

Financial Services
Q4 2021 Filed on Feb 22, 2022
0
$8.39 - $9.52 $0 - $0
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q4 2021 Filed on Feb 22, 2022
610
$30.42 - $30.64 $18.6K - $18.7K
SHAK
Shake Shack Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
83
$69.17 - $90.97 $5.74K - $7.55K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q4 2021 Filed on Feb 22, 2022
536
$30.22 - $33.49 $16.2K - $18K
ROP
Roper Technologies Inc

Industrials
Q4 2021 Filed on Feb 22, 2022
14
$445.49 - $498.43 $6.24K - $6.98K
PLXP
P Lx Pharma Inc.

Healthcare
Q4 2021 Filed on Feb 22, 2022
275
$7.69 - $19.66 $2.11K - $5.41K
BYRN
Byrna Technologies Inc.

Industrials
Q4 2021 Filed on Feb 22, 2022
5,009
$13.07 - $22.21 $65.5K - $111K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
Q4 2021 Filed on Feb 22, 2022
2,940
$28.05 - $30.65 $82.5K - $90.1K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 22, 2022
256
$58.07 - $66.37 $14.9K - $17K
OHI
Omega Healthcare Investors Inc

Real Estate
Q4 2021 Filed on Feb 22, 2022
436
$27.42 - $31.63 $12K - $13.8K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q4 2021 Filed on Feb 22, 2022
80
$89.89 - $108.82 $7.19K - $8.71K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q4 2021 Filed on Feb 22, 2022
393
$50.43 - $56.16 $19.8K - $22.1K
GUSH
Direxion Shs ETF Tr Daily S&P

ETFs
Q4 2021 Filed on Feb 22, 2022
265
$19.81 - $30.29 $5.25K - $8.03K
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Feb 22, 2022
204
$99.53 - $127.75 $20.3K - $26.1K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q4 2021 Filed on Feb 22, 2022
407
$62.83 - $68.98 $25.6K - $28.1K
RETL
Direxion Daily Retail Bull 3 X

ETFs
Q4 2021 Filed on Feb 22, 2022
144
$30.74 - $56.2 $4.43K - $8.09K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
165
$156.38 - $207.21 $25.8K - $34.2K
GII
Spdr S&P Global Infrasture ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
550
$51.73 - $55.68 $28.5K - $30.6K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q4 2021 Filed on Feb 22, 2022
124
$48.4 - $56.11 $6K - $6.96K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q4 2021 Filed on Feb 22, 2022
350
$84.47 - $85.89 $29.6K - $30.1K
Invesco Bulletshares
Q4 2021 Filed on Feb 22, 2022
1,229
N/A
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 22, 2022
1,996
$15.11 - $15.87 $30.2K - $31.7K
PAVE
Global X Fds Us Infrastructure

ETFs
Q4 2021 Filed on Feb 22, 2022
1,524
$25.7 - $29.01 $39.2K - $44.2K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
Q4 2021 Filed on Feb 22, 2022
2,305
$16.49 - $17.25 $38K - $39.8K
MSTR
Microstrategy Inc

Technology
Q4 2021 Filed on Feb 22, 2022
10
$544.49 - $860.0 $5.44K - $8.6K
CRCT
Cricut, Inc.

Technology
Q4 2021 Filed on Feb 22, 2022
1,500
$21.55 - $30.0 $32.3K - $45K
BOX
Box Inc

Technology
Q4 2021 Filed on Feb 22, 2022
720
$23.41 - $27.71 $16.9K - $20K
EMN
Eastman Chemical CO

Basic Materials
Q4 2021 Filed on Feb 22, 2022
65
$102.11 - $120.91 $6.64K - $7.86K
SPOT
Spotify Technology S.A.

Communication Services
Q4 2021 Filed on Feb 22, 2022
69
$221.91 - $300.95 $15.3K - $20.8K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
100
$44.65 - $81.34 $4.47K - $8.13K
EMR
Emerson Electric CO

Industrials
Q4 2021 Filed on Feb 22, 2022
74
$86.79 - $100.15 $6.42K - $7.41K
NVCR
Novo Cure LTD

Healthcare
Q4 2021 Filed on Feb 22, 2022
63
$75.08 - $121.99 $4.73K - $7.69K
Cimarex Energy
Q4 2021 Filed on Feb 22, 2022
96
N/A
AZO
Autozone Inc

Consumer Cyclical
Q4 2021 Filed on Feb 22, 2022
5
$1642.51 - $2104.04 $8.21K - $10.5K
TDC
Teradata Corp

Technology
Q4 2021 Filed on Feb 22, 2022
168
$41.42 - $58.89 $6.96K - $9.89K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q4 2021 Filed on Feb 22, 2022
135
$71.78 - $86.27 $9.69K - $11.6K
VHT
Vanguard Health Care ETF

ETFs
Q4 2021 Filed on Feb 22, 2022
42
$243.71 - $267.51 $10.2K - $11.2K
JBL
Jabil Inc

Technology
Q4 2021 Filed on Feb 22, 2022
188
$58.26 - $71.51 $11K - $13.4K
ENTG
Entegris Inc

Technology
Q4 2021 Filed on Feb 22, 2022
89
$120.15 - $154.75 $10.7K - $13.8K
OXY
Occidental Petroleum Corp

Energy
Q4 2021 Filed on Feb 22, 2022
400
$26.98 - $35.36 $10.8K - $14.1K
TD
Toronto Dominion Bank

Financial Services
Q4 2021 Filed on Feb 22, 2022
203
$67.6 - $76.68 $13.7K - $15.6K
MD
Mednax, Inc.

Healthcare
Q4 2021 Filed on Feb 22, 2022
481
$24.43 - $28.72 $11.8K - $13.8K
INMD
In Mode Ltd.

Healthcare
Q4 2021 Filed on Feb 22, 2022
90
$63.78 - $97.86 $5.74K - $8.81K
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
Q4 2021 Filed on Feb 22, 2022
750
$15.42 - $23.24 $11.6K - $17.4K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Feb 22, 2022
108
$58.09 - $82.51 $6.27K - $8.91K
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