American Portfolios Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $280K | Sell |
1,399
-37
| -3% | -$7.39K | 0.01% | 879 |
|
|
2022
Q2 | $261K | Sell |
1,436
-133
| -8% | -$24.2K | 0.01% | 929 |
|
|
2022
Q1 | $301K | Buy |
1,569
+9
| +0.6% | +$1.73K | 0.01% | 971 |
|
|
2021
Q4 | $369K | Buy |
1,560
+146
| +10% | +$34.5K | 0.01% | 880 |
|
|
2021
Q3 | $293K | Buy |
1,414
+49
| +4% | +$10.1K | 0.01% | 954 |
|
|
2021
Q2 | $300K | Buy |
1,365
+27
| +2% | +$5.94K | 0.01% | 947 |
|
|
2021
Q1 | $280K | Buy |
1,338
+69
| +5% | +$14.4K | 0.01% | 892 |
|
|
2020
Q4 | $253K | Buy |
1,269
+14
| +1% | +$2.79K | 0.01% | 801 |
|
|
2020
Q3 | $229K | Buy |
1,255
+72
| +6% | +$13.1K | 0.01% | 743 |
|
|
2020
Q2 | $187K | Sell |
1,183
-15
| -1% | -$2.37K | 0.01% | 761 |
|
|
2020
Q1 | $165K | Sell |
1,198
-228
| -16% | -$31.5K | 0.01% | 709 |
|
|
2019
Q4 | $245K | Buy |
1,426
+66
| +5% | +$11.4K | 0.02% | 673 |
|
|
2019
Q3 | $223K | Buy |
1,360
+58
| +4% | +$9.51K | 0.02% | 677 |
|
|
2019
Q2 | $224K | Sell |
1,302
-309
| -19% | -$53.2K | 0.02% | 673 |
|
|
2019
Q1 | $244K | Buy |
1,611
+1,132
| +236% | +$172K | 0.02% | 581 |
|
|
2018
Q4 | $60.5K | Buy |
479
+1
| +0.2% | +$126 | 0.01% | 938 |
|
|
2018
Q3 | $72K | Buy |
478
+11
| +2% | +$1.66K | 0.01% | 963 |
|
|
2018
Q2 | $63.7K | Buy |
467
+92
| +25% | +$12.6K | 0.01% | 981 |
|
|
2018
Q1 | $53.4K | Buy |
375
+157
| +72% | +$22.4K | 0.01% | 987 |
|
|
2017
Q4 | $28.8K | Buy |
+218
| New | +$28.8K | ﹤0.01% | 1197 |
|