Anchor Investment Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-267
| Closed | -$57.5K | – | 986 |
|
|
2023
Q2 | $57.5K | Hold |
267
| – | – | 0.01% | 487 |
|
|
2023
Q1 | $61.7K | Hold |
267
| – | – | 0.01% | 497 |
|
|
2022
Q4 | $61K | Hold |
267
| – | – | 0.01% | 488 |
|
|
2022
Q3 | $53.4K | Hold |
267
| – | – | 0.01% | 495 |
|
|
2022
Q2 | $48.5K | Hold |
267
| – | – | 0.01% | 538 |
|
|
2022
Q1 | $51.2K | Hold |
267
| – | – | 0.01% | 548 |
|
|
2021
Q4 | $63.1K | Hold |
267
| – | – | 0.01% | 528 |
|
|
2021
Q3 | $55.3K | Hold |
267
| – | – | 0.01% | 511 |
|
|
2021
Q2 | $58.8K | Hold |
267
| – | – | 0.01% | 512 |
|
|
2021
Q1 | $55.9K | Hold |
267
| – | – | 0.01% | 500 |
|
|
2020
Q4 | $53.2K | Hold |
267
| – | – | 0.01% | 458 |
|
|
2020
Q3 | $48.7K | Hold |
267
| – | – | 0.01% | 441 |
|
|
2020
Q2 | $42.2K | Hold |
267
| – | – | 0.01% | 454 |
|
|
2020
Q1 | $36.9K | Buy |
+267
| New | +$36.9K | 0.01% | 471 |
|