Archford Capital Strategies’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 |
-33
| Closed | -$2K | – | 734 |
|
|
2016
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 514 |
|
|
2016
Q3 | $3K | Sell |
33
-51
| -61% | -$4.64K | ﹤0.01% | 468 |
|
|
2016
Q2 | $6K | Buy |
+84
| New | +$6K | ﹤0.01% | 448 |
|
|
2016
Q1 | – | Sell |
-84
| Closed | -$8K | – | 370 |
|
|
2015
Q4 | $8K | Hold |
84
| – | – | ﹤0.01% | 479 |
|
|
2015
Q3 | $6K | Buy |
+84
| New | +$6K | ﹤0.01% | 406 |
|