Canandaigua National Bank & Trust’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,145
| Closed | -$238K | – | 274 |
|
|
2023
Q3 | $238K | Buy |
1,145
+136
| +13% | +$28.3K | 0.04% | 227 |
|
|
2023
Q2 | $217K | Sell |
1,009
-27
| -3% | -$5.81K | 0.04% | 244 |
|
|
2023
Q1 | $239K | Buy |
+1,036
| New | +$239K | 0.04% | 229 |
|
|
2020
Q1 | $241K | Buy |
1,746
+223
| +15% | +$30.8K | 0.05% | 215 |
|
|
2019
Q4 | $262K | Sell |
1,523
-39
| -2% | -$6.71K | 0.04% | 233 |
|
|
2019
Q3 | $256K | Sell |
1,562
-49
| -3% | -$8.03K | 0.05% | 236 |
|
|
2019
Q2 | $277K | Sell |
1,611
-70
| -4% | -$12K | 0.05% | 229 |
|
|
2019
Q1 | $255K | Buy |
+1,681
| New | +$255K | 0.05% | 234 |
|