Benjamin F. Edwards & Company’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $188K | Buy |
934
+48
| +5% | +$9.66K | ﹤0.01% | 922 |
|
|
2024
Q1 | $216K | Buy |
886
+36
| +4% | +$8.78K | ﹤0.01% | 885 |
|
|
2023
Q4 | $185K | Sell |
850
-29
| -3% | -$6.31K | ﹤0.01% | 900 |
|
|
2023
Q3 | $183K | Sell |
879
-25
| -3% | -$5.21K | 0.01% | 757 |
|
|
2023
Q2 | $195K | Buy |
904
+85
| +10% | +$18.3K | 0.01% | 741 |
|
|
2023
Q1 | $189K | Buy |
819
+34
| +4% | +$7.85K | 0.01% | 737 |
|
|
2022
Q4 | $179K | Buy |
785
+6
| +0.8% | +$1.37K | 0.01% | 744 |
|
|
2022
Q3 | $156K | Buy |
779
+59
| +8% | +$11.8K | 0.01% | 738 |
|
|
2022
Q2 | $131K | Hold |
720
| – | – | 0.01% | 788 |
|
|
2022
Q1 | $138K | Buy |
720
+1
| +0.1% | +$192 | 0.01% | 783 |
|
|
2021
Q4 | $170K | Buy |
719
+18
| +3% | +$4.26K | 0.01% | 730 |
|
|
2021
Q3 | $145K | Buy |
701
+96
| +16% | +$19.9K | 0.01% | 766 |
|
|
2021
Q2 | $133K | Buy |
605
+84
| +16% | +$18.5K | 0.01% | 769 |
|
|
2021
Q1 | $109K | Buy |
521
+112
| +27% | +$23.4K | 0.01% | 822 |
|
|
2020
Q4 | $81K | Buy |
409
+319
| +354% | +$63.2K | ﹤0.01% | 841 |
|
|
2020
Q3 | $16K | Buy |
90
+44
| +96% | +$7.82K | ﹤0.01% | 1167 |
|
|
2020
Q2 | $7K | Sell |
46
-18
| -28% | -$2.74K | ﹤0.01% | 1351 |
|
|
2020
Q1 | $9K | Hold |
64
| – | – | ﹤0.01% | 1293 |
|
|
2019
Q4 | $11K | Hold |
64
| – | – | ﹤0.01% | 1404 |
|
|
2019
Q3 | $10K | Sell |
64
-15
| -19% | -$2.34K | ﹤0.01% | 1397 |
|
|
2019
Q2 | $14K | Buy |
+79
| New | +$14K | ﹤0.01% | 1308 |
|