Advisor Partners II’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $751K | Buy |
3,611
+97
| +3% | +$20.2K | 0.03% | 571 |
|
|
2023
Q2 | $756K | Sell |
3,514
-193
| -5% | -$41.5K | 0.04% | 464 |
|
|
2023
Q1 | $856K | Sell |
3,707
-19
| -0.5% | -$4.39K | 0.05% | 386 |
|
|
2022
Q4 | $851K | Buy |
3,726
+684
| +22% | +$156K | 0.05% | 360 |
|
|
2022
Q3 | $608K | Buy |
+3,042
| New | +$608K | 0.05% | 407 |
|