Bellevue Asset Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2
| Closed | -$1K | – | 516 |
|
|
2022
Q1 | $1K | Sell |
2
-1
| -33% | -$500 | ﹤0.01% | 513 |
|
|
2021
Q4 | $2K | Hold |
3
| – | – | ﹤0.01% | 496 |
|
|
2021
Q3 | $2K | Hold |
3
| – | – | ﹤0.01% | 520 |
|
|
2021
Q2 | $2K | Hold |
3
| – | – | ﹤0.01% | 524 |
|
|
2021
Q1 | $1K | Sell |
3
-1
| -25% | -$333 | ﹤0.01% | 630 |
|
|
2020
Q4 | $2K | Hold |
4
| – | – | ﹤0.01% | 588 |
|
|
2020
Q3 | $2K | Hold |
4
| – | – | ﹤0.01% | 548 |
|
|
2020
Q2 | $1K | Sell |
4
-1
| -20% | -$250 | ﹤0.01% | 595 |
|
|
2020
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 570 |
|
|
2019
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 497 |
|