Burney Company’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,290
| Closed | -$461K | – | 610 |
|
|
2024
Q2 | $461K | Hold |
2,290
| – | – | 0.02% | 436 |
|
|
2024
Q1 | $559K | Sell |
2,290
-10
| -0.4% | -$2.44K | 0.02% | 415 |
|
|
2023
Q4 | $499K | Hold |
2,300
| – | – | 0.02% | 416 |
|
|
2023
Q3 | $478K | Sell |
2,300
-85
| -4% | -$17.7K | 0.02% | 406 |
|
|
2023
Q2 | $513K | Sell |
2,385
-35
| -1% | -$7.53K | 0.02% | 407 |
|
|
2023
Q1 | $559K | Buy |
+2,420
| New | +$559K | 0.03% | 386 |
|