Barrett & Company’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-150
| Closed | -$30.3K | – | 589 |
|
|
2024
Q2 | $30.3K | Hold |
150
| – | – | 0.01% | 323 |
|
|
2024
Q1 | $36.7K | Buy |
150
+25
| +20% | +$6.11K | 0.02% | 311 |
|
|
2023
Q4 | $27.2K | Buy |
125
+20
| +19% | +$4.35K | 0.01% | 311 |
|
|
2023
Q3 | $21.8K | Buy |
+105
| New | +$21.8K | 0.01% | 329 |
|