Alta Advisers’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-500
| Closed | -$101K | – | 429 |
|
|
2024
Q2 | $101K | Hold |
500
| – | – | 0.05% | 261 |
|
|
2024
Q1 | $122K | Hold |
500
| – | – | 0.06% | 232 |
|
|
2023
Q4 | $109K | Hold |
500
| – | – | 0.06% | 240 |
|
|
2023
Q3 | $104K | Sell |
500
-100
| -17% | -$20.8K | 0.06% | 223 |
|
|
2023
Q2 | $129K | Hold |
600
| – | – | 0.07% | 181 |
|
|
2023
Q1 | $139K | Hold |
600
| – | – | 0.08% | 156 |
|
|
2022
Q4 | $137K | Buy |
+600
| New | +$137K | 0.08% | 153 |
|