Advantage Investment Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $170K | Hold |
1,035
| – | – | 0.13% | 162 |
|
|
2019
Q2 | $178K | Sell |
1,035
-22
| -2% | -$3.78K | 0.14% | 159 |
|
|
2019
Q1 | $160K | Sell |
1,057
-110
| -9% | -$16.7K | 0.13% | 174 |
|
|
2018
Q4 | $147K | Buy |
1,167
+23
| +2% | +$2.9K | 0.11% | 181 |
|
|
2018
Q3 | $172K | Buy |
1,144
+150
| +15% | +$22.6K | 0.11% | 149 |
|
|
2018
Q2 | $136K | Hold |
994
| – | – | 0.1% | 176 |
|
|
2018
Q1 | $142K | Buy |
994
+841
| +550% | +$120K | 0.05% | 192 |
|
|
2017
Q4 | $20K | Hold |
153
| – | – | 0.01% | 572 |
|
|
2017
Q3 | $19K | Hold |
153
| – | – | 0.01% | 553 |
|
|
2017
Q2 | $17K | Hold |
153
| – | – | 0.01% | 587 |
|
|
2017
Q1 | $14K | Hold |
153
| – | – | 0.01% | 619 |
|
|
2016
Q4 | $14K | Hold |
153
| – | – | 0.01% | 571 |
|
|
2016
Q3 | $14K | Hold |
153
| – | – | 0.01% | 561 |
|
|
2016
Q2 | $13K | Hold |
153
| – | – | 0.01% | 539 |
|
|
2016
Q1 | $13K | Hold |
153
| – | – | 0.01% | 521 |
|
|
2015
Q4 | $12K | Hold |
153
| – | – | 0.01% | 536 |
|
|
2015
Q3 | $11K | Hold |
153
| – | – | 0.01% | 526 |
|
|
2015
Q2 | $12K | Hold |
153
| – | – | 0.01% | 552 |
|
|
2015
Q1 | $12K | Hold |
153
| – | – | 0.01% | 551 |
|
|
2014
Q4 | $12K | Buy |
+153
| New | +$12K | 0.01% | 499 |
|