Brinker Capital’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $743K | Buy |
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|
2020
Q1 | $414K | Buy |
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|
2019
Q4 | $245K | Sell |
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|
2019
Q3 | $268K | Sell |
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|
2019
Q2 | $519K | Sell |
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|
2019
Q1 | $468K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $202K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $231K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $203K | Sell |
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|
2016
Q4 | $273K | Buy |
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