AdvisorShares Investments’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,910
| Closed | -$981K | – | 337 |
|
|
2022
Q3 | $981K | Buy |
+4,910
| New | +$981K | 0.26% | 41 |
|
|
2021
Q4 | – | Sell |
-9,191
| Closed | -$1.9M | – | 206 |
|
|
2021
Q3 | $1.9M | Buy |
9,191
+352
| +4% | +$72.8K | 0.3% | 42 |
|
|
2021
Q2 | $1.95M | Buy |
+8,839
| New | +$1.95M | 0.27% | 44 |
|
|
2021
Q1 | – | Sell |
-8,947
| Closed | -$1.78M | – | 160 |
|
|
2020
Q4 | $1.78M | Buy |
+8,947
| New | +$1.78M | 0.41% | 44 |
|