Berman Capital Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $84K | Buy |
410
+223
| +119% | +$45.7K | 0.01% | 493 |
|
|
2021
Q2 | $41K | Buy |
187
+59
| +46% | +$12.9K | 0.01% | 656 |
|
|
2021
Q1 | $26K | Hold |
128
| – | – | 0.01% | 700 |
|
|
2020
Q4 | $25K | Buy |
128
+10
| +8% | +$1.95K | 0.01% | 611 |
|
|
2020
Q3 | $21K | Hold |
118
| – | – | 0.01% | 567 |
|
|
2020
Q2 | $18K | Buy |
118
+21
| +22% | +$3.2K | ﹤0.01% | 576 |
|
|
2020
Q1 | $13K | Buy |
97
+5
| +5% | +$670 | ﹤0.01% | 603 |
|
|
2019
Q4 | $15K | Buy |
92
+1
| +1% | +$163 | ﹤0.01% | 615 |
|
|
2019
Q3 | $14K | Hold |
91
| – | – | ﹤0.01% | 618 |
|
|
2019
Q2 | $15K | Hold |
91
| – | – | ﹤0.01% | 594 |
|
|
2019
Q1 | $13K | Buy |
91
+69
| +314% | +$9.86K | ﹤0.01% | 577 |
|
|
2018
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 870 |
|