AllSquare Wealth Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-335
| Closed | -$30K | – | 386 |
|
|
2016
Q4 | $30K | Hold |
335
| – | – | 0.03% | 164 |
|
|
2016
Q3 | $31K | Sell |
335
-63
| -16% | -$5.83K | 0.03% | 146 |
|
|
2016
Q2 | $33K | Hold |
398
| – | – | 0.03% | 140 |
|
|
2016
Q1 | $33K | Buy |
398
+28
| +8% | +$2.32K | 0.03% | 136 |
|
|
2015
Q4 | $28K | Sell |
370
-1
| -0.3% | -$76 | 0.03% | 146 |
|
|
2015
Q3 | $26K | Buy |
371
+196
| +112% | +$13.7K | 0.03% | 151 |
|
|
2015
Q2 | $14K | Buy |
+175
| New | +$14K | 0.01% | 204 |
|