Advisor Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $589K | Sell |
3,421
-278
| -8% | -$47.9K | ﹤0.01% | 1550 |
|
|
2019
Q3 | $608K | Sell |
3,699
-111
| -3% | -$18.2K | ﹤0.01% | 1476 |
|
|
2019
Q2 | $655K | Buy |
3,810
+414
| +12% | +$71.2K | 0.01% | 1431 |
|
|
2019
Q1 | $515K | Buy |
3,396
+1,405
| +71% | +$213K | ﹤0.01% | 1565 |
|
|
2018
Q4 | $251K | Buy |
1,991
+645
| +48% | +$81.3K | ﹤0.01% | 1930 |
|
|
2018
Q3 | $202K | Buy |
1,346
+287
| +27% | +$43.1K | ﹤0.01% | 2155 |
|
|
2018
Q2 | $145K | Sell |
1,059
-333
| -24% | -$45.6K | ﹤0.01% | 2214 |
|
|
2018
Q1 | $199K | Buy |
1,392
+18
| +1% | +$2.57K | ﹤0.01% | 1979 |
|
|
2017
Q4 | $182K | Buy |
1,374
+858
| +166% | +$114K | ﹤0.01% | 2070 |
|
|
2017
Q3 | $63K | Sell |
516
-242
| -32% | -$29.5K | ﹤0.01% | 2764 |
|
|
2017
Q2 | $87K | Sell |
758
-266
| -26% | -$30.5K | ﹤0.01% | 2421 |
|
|
2017
Q1 | $95K | Sell |
1,024
-24
| -2% | -$2.23K | ﹤0.01% | 2195 |
|
|
2016
Q4 | $94K | Buy |
1,048
+286
| +38% | +$25.7K | ﹤0.01% | 2106 |
|
|
2016
Q3 | $70K | Sell |
762
-56
| -7% | -$5.14K | ﹤0.01% | 2261 |
|
|
2016
Q2 | $65K | Buy |
+818
| New | +$65K | ﹤0.01% | 2221 |
|