Capstone Asset Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $812K | Buy |
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|
2017
Q1 | $650K | Sell |
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|
2016
Q4 | $648K | Buy |
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|
2016
Q3 | $665K | Buy |
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|
2016
Q2 | $580K | Buy |
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|
2016
Q1 | $570K | Buy |
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|
2015
Q4 | $453K | Sell |
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|
2015
Q3 | $472K | Buy |
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|
2015
Q2 | $473K | Sell |
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|
2015
Q1 | $550K | Buy |
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|
2014
Q4 | $539K | Sell |
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|
2014
Q3 | $559K | Buy |
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|
2014
Q2 | $617K | Sell |
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|
2014
Q1 | $636K | Sell |
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|
2013
Q4 | $660K | Sell |
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|
2013
Q3 | $931K | Buy |
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|
2013
Q2 | $751K | Buy |
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