Capital Advisors Ltd’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 |
-99
| Closed | -$20K | – | 1487 |
|
|
2024
Q2 | $20K | Buy |
99
+53
| +115% | +$10.7K | ﹤0.01% | 596 |
|
|
2024
Q1 | $11K | Buy |
46
+32
| +229% | +$7.65K | ﹤0.01% | 697 |
|
|
2023
Q4 | $3K | Buy |
14
+7
| +100% | +$1.5K | ﹤0.01% | 939 |
|
|
2023
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1147 |
|
|
2023
Q2 | $2K | Sell |
7
-29
| -81% | -$8.29K | ﹤0.01% | 1022 |
|
|
2023
Q1 | $8K | Hold |
36
| – | – | ﹤0.01% | 591 |
|
|
2022
Q4 | $8K | Hold |
36
| – | – | ﹤0.01% | 586 |
|
|
2022
Q3 | $7K | Buy |
36
+25
| +227% | +$4.86K | ﹤0.01% | 580 |
|
|
2022
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 669 |
|
|
2022
Q1 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 641 |
|