Belpointe Asset Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-962
| Closed | -$222K | – | 1862 |
|
|
2023
Q1 | $222K | Buy |
962
+3
| +0.3% | +$693 | 0.01% | 882 |
|
|
2022
Q4 | $219K | Buy |
959
+15
| +2% | +$3.43K | 0.01% | 854 |
|
|
2022
Q3 | $188K | Buy |
944
+16
| +2% | +$3.19K | 0.01% | 868 |
|
|
2022
Q2 | $169K | Hold |
928
| – | – | 0.01% | 895 |
|
|
2022
Q1 | $178K | Sell |
928
-22
| -2% | -$4.22K | 0.01% | 960 |
|
|
2021
Q4 | $224K | Hold |
950
| – | – | 0.01% | 849 |
|
|
2021
Q3 | $196K | Sell |
950
-8
| -0.8% | -$1.65K | 0.01% | 865 |
|
|
2021
Q2 | $211K | Buy |
958
+45
| +5% | +$9.91K | 0.02% | 817 |
|
|
2021
Q1 | $191K | Buy |
913
+2
| +0.2% | +$418 | 0.02% | 768 |
|
|
2020
Q4 | $181K | Hold |
911
| – | – | 0.02% | 730 |
|
|
2020
Q3 | $166K | Buy |
911
+1
| +0.1% | +$182 | 0.02% | 608 |
|
|
2020
Q2 | $144K | Buy |
910
+17
| +2% | +$2.69K | 0.02% | 625 |
|
|
2020
Q1 | $123K | Sell |
893
-36
| -4% | -$4.96K | 0.02% | 556 |
|
|
2019
Q4 | $160K | Hold |
929
| – | – | 0.02% | 612 |
|
|
2019
Q3 | $152K | Sell |
929
-7
| -0.7% | -$1.15K | 0.02% | 551 |
|
|
2019
Q2 | $161K | Buy |
936
+7
| +0.8% | +$1.2K | 0.03% | 468 |
|
|
2019
Q1 | $141K | Buy |
929
+59
| +7% | +$8.96K | 0.03% | 372 |
|
|
2018
Q4 | $110K | Hold |
870
| – | – | 0.03% | 465 |
|
|
2018
Q3 | $131K | Buy |
+870
| New | +$131K | 0.02% | 567 |
|