BerganKDV 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
Q2 | $4.95K | Sell |
23
-19
| -45% | -$4.09K | ﹤0.01% | 610 |
|
|
2023
Q1 | $9.77K | Hold |
42
| – | – | ﹤0.01% | 608 |
|
|
2022
Q4 | $9.66K | Sell |
42
-4
| -9% | -$920 | ﹤0.01% | 577 |
|
|
2022
Q3 | $9K | Sell |
46
-9
| -16% | -$1.76K | ﹤0.01% | 585 |
|
|
2022
Q2 | $10K | Hold |
55
| – | – | ﹤0.01% | 594 |
|
|
2022
Q1 | $11K | Hold |
55
| – | – | ﹤0.01% | 597 |
|
|
2021
Q4 | $13K | Hold |
55
| – | – | ﹤0.01% | 617 |
|
|
2021
Q3 | $11K | Hold |
55
| – | – | ﹤0.01% | 624 |
|
|
2021
Q2 | $12K | Hold |
55
| – | – | ﹤0.01% | 581 |
|
|
2021
Q1 | $12K | Hold |
55
| – | – | ﹤0.01% | 559 |
|
|
2020
Q4 | $11K | Buy |
55
+9
| +20% | +$1.8K | ﹤0.01% | 556 |
|
|
2020
Q3 | $8K | Hold |
46
| – | – | ﹤0.01% | 530 |
|
|
2020
Q2 | $7K | Sell |
46
-21
| -31% | -$3.2K | ﹤0.01% | 585 |
|
|
2020
Q1 | $9K | Hold |
67
| – | – | ﹤0.01% | 504 |
|
|
2019
Q4 | $12K | Buy |
67
+51
| +319% | +$9.13K | ﹤0.01% | 509 |
|
|
2019
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 607 |
|
|
2019
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 635 |
|
|
2019
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 663 |
|
|
2018
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 612 |
|
|
2018
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 583 |
|
|
2018
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 604 |
|