Brown Shipley & Co’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-904
| Closed | -$218K | – | 101 |
|
|
2024
Q1 | $218K | Sell |
904
-356
| -28% | -$85.8K | 0.07% | 53 |
|
|
2023
Q4 | $274K | Sell |
1,260
-1,003
| -44% | -$218K | 0.14% | 46 |
|
|
2023
Q3 | $471K | Buy |
2,263
+192
| +9% | +$39.9K | 0.26% | 41 |
|
|
2023
Q2 | $446K | Buy |
2,071
+948
| +84% | +$204K | 0.18% | 50 |
|
|
2023
Q1 | $259K | Buy |
+1,123
| New | +$259K | 0.17% | 50 |
|