AP
Advisor Partners’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $582K | Buy |
3,205
+202
| +7% | +$36.7K | 0.04% | 439 |
|
|
2022
Q1 | $576K | Buy |
3,003
+206
| +7% | +$39.5K | 0.04% | 471 |
|
|
2021
Q4 | $661K | Buy |
2,797
+375
| +15% | +$88.6K | 0.04% | 435 |
|
|
2021
Q3 | $501K | Sell |
2,422
-262
| -10% | -$54.2K | 0.03% | 490 |
|
|
2021
Q2 | $591K | Sell |
2,684
-71
| -3% | -$15.6K | 0.04% | 452 |
|
|
2021
Q1 | $577K | Sell |
2,755
-6
| -0.2% | -$1.26K | 0.04% | 442 |
|
|
2020
Q4 | $550K | Sell |
2,761
-20
| -0.7% | -$3.98K | 0.04% | 430 |
|
|
2020
Q3 | $507K | Buy |
2,781
+3
| +0.1% | +$547 | 0.04% | 388 |
|
|
2020
Q2 | $439K | Buy |
2,778
+31
| +1% | +$4.9K | 0.04% | 400 |
|
|
2020
Q1 | $379K | Buy |
2,747
+94
| +4% | +$13K | 0.05% | 375 |
|
|
2019
Q4 | $459K | Buy |
2,653
+37
| +1% | +$6.4K | 0.05% | 364 |
|
|
2019
Q3 | $429K | Buy |
2,616
+1,101
| +73% | +$181K | 0.05% | 366 |
|
|
2019
Q2 | $261K | Buy |
1,515
+11
| +0.7% | +$1.9K | 0.03% | 504 |
|
|
2019
Q1 | $228K | Buy |
+1,504
| New | +$228K | 0.03% | 546 |
|
|
2018
Q4 | – | Sell |
-1,651
| Closed | -$249K | – | 636 |
|
|
2018
Q3 | $249K | Buy |
1,651
+10
| +0.6% | +$1.51K | 0.03% | 523 |
|
|
2018
Q2 | $224K | Buy |
1,641
+150
| +10% | +$20.5K | 0.04% | 505 |
|
|
2018
Q1 | $212K | Sell |
1,491
-228
| -13% | -$32.4K | 0.04% | 513 |
|
|
2017
Q4 | $238K | Buy |
1,719
+42
| +3% | +$5.82K | 0.04% | 476 |
|
|
2017
Q3 | $204K | Buy |
+1,677
| New | +$204K | 0.04% | 460 |
|