Amica Retiree Medical Trust’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 |
-1,789
| Closed | -$358K | – | 99 |
|
|
2022
Q3 | $358K | Sell |
1,789
-798
| -31% | -$160K | 0.45% | 79 |
|
|
2022
Q2 | $470K | Buy |
2,587
+807
| +45% | +$147K | 0.53% | 68 |
|
|
2022
Q1 | $341K | Sell |
1,780
-1,060
| -37% | -$203K | 0.32% | 91 |
|
|
2021
Q4 | $671K | Hold |
2,840
| – | – | 0.57% | 59 |
|
|
2021
Q3 | $588K | Hold |
2,840
| – | – | 0.53% | 70 |
|
|
2021
Q2 | $625K | Sell |
2,840
-823
| -22% | -$181K | 0.4% | 85 |
|
|
2021
Q1 | $767K | Buy |
3,663
+579
| +19% | +$121K | 0.52% | 68 |
|
|
2020
Q4 | $614K | Hold |
3,084
| – | – | 0.43% | 84 |
|
|
2020
Q3 | $563K | Hold |
3,084
| – | – | 0.44% | 80 |
|
|
2020
Q2 | $487K | Hold |
3,084
| – | – | 0.38% | 83 |
|
|
2020
Q1 | $426K | Buy |
3,084
+2,093
| +211% | +$289K | 0.38% | 78 |
|
|
2019
Q4 | $170K | Hold |
991
| – | – | 0.13% | 222 |
|
|
2019
Q3 | $162K | Buy |
+991
| New | +$162K | 0.13% | 226 |
|