Brinker Capital’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $743K | Buy |
4,703
+1,709
| +57% | +$270K | 0.02% | 594 |
|
|
2020
Q1 | $414K | Buy |
2,994
+1,572
| +111% | +$217K | 0.02% | 696 |
|
|
2019
Q4 | $245K | Sell |
1,422
-213
| -13% | -$36.7K | 0.01% | 885 |
|
|
2019
Q3 | $268K | Sell |
1,635
-1,379
| -46% | -$226K | 0.01% | 846 |
|
|
2019
Q2 | $519K | Sell |
3,014
-72
| -2% | -$12.4K | 0.02% | 677 |
|
|
2019
Q1 | $468K | Buy |
+3,086
| New | +$468K | 0.02% | 695 |
|
|
2018
Q4 | – | Sell |
-1,344
| Closed | -$202K | – | 928 |
|
|
2018
Q3 | $202K | Buy |
+1,344
| New | +$202K | 0.01% | 957 |
|
|
2018
Q2 | – | Sell |
-1,624
| Closed | -$231K | – | 1004 |
|
|
2018
Q1 | $231K | Buy |
+1,624
| New | +$231K | 0.01% | 932 |
|
|
2017
Q2 | – | Sell |
-2,172
| Closed | -$203K | – | 760 |
|
|
2017
Q1 | $203K | Sell |
2,172
-861
| -28% | -$80.5K | 0.01% | 880 |
|
|
2016
Q4 | $273K | Buy |
+3,033
| New | +$273K | 0.02% | 606 |
|