Baker Tilly Wealth Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,401
| Closed | -$499K | – | 478 |
|
|
2023
Q3 | $499K | Sell |
2,401
-99
| -4% | -$20.6K | 0.08% | 259 |
|
|
2023
Q2 | $538K | Buy |
2,500
+17
| +0.7% | +$3.66K | 0.06% | 319 |
|
|
2023
Q1 | $574K | Sell |
2,483
-91
| -4% | -$21K | 0.06% | 297 |
|
|
2022
Q4 | $588K | Buy |
2,574
+279
| +12% | +$63.7K | 0.07% | 280 |
|
|
2022
Q3 | $459K | Sell |
2,295
-35
| -2% | -$7K | 0.06% | 311 |
|
|
2022
Q2 | $423K | Sell |
2,330
-116
| -5% | -$21.1K | 0.06% | 349 |
|
|
2022
Q1 | $469K | Sell |
2,446
-251
| -9% | -$48.1K | 0.05% | 360 |
|
|
2021
Q4 | $637K | Buy |
2,697
+616
| +30% | +$145K | 0.07% | 306 |
|
|
2021
Q3 | $431K | Buy |
2,081
+333
| +19% | +$69K | 0.06% | 355 |
|
|
2021
Q2 | $385K | Buy |
1,748
+356
| +26% | +$78.4K | 0.06% | 340 |
|
|
2021
Q1 | $291K | Buy |
1,392
+305
| +28% | +$63.8K | 0.06% | 366 |
|
|
2020
Q4 | $217K | Buy |
+1,087
| New | +$217K | 0.07% | 305 |
|