Canandaigua National Corp’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $227K | Buy |
+994
| New | +$227K | 0.04% | 230 |
|
|
2022
Q1 | – | Sell |
-1,013
| Closed | -$239K | – | 283 |
|
|
2021
Q4 | $239K | Sell |
1,013
-14
| -1% | -$3.3K | 0.04% | 252 |
|
|
2021
Q3 | $213K | Sell |
1,027
-160
| -13% | -$33.2K | 0.03% | 250 |
|
|
2021
Q2 | $261K | Sell |
1,187
-109
| -8% | -$24K | 0.04% | 235 |
|
|
2021
Q1 | $271K | Sell |
1,296
-125
| -9% | -$26.1K | 0.05% | 227 |
|
|
2020
Q4 | $283K | Sell |
1,421
-56
| -4% | -$11.2K | 0.05% | 215 |
|
|
2020
Q3 | $269K | Sell |
1,477
-173
| -10% | -$31.5K | 0.05% | 214 |
|
|
2020
Q2 | $261K | Buy |
+1,650
| New | +$261K | 0.05% | 219 |
|