Carroll Financial Associates’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2K | Sell |
12
-122
| -91% | -$20.3K | ﹤0.01% | 1482 |
|
|
2021
Q3 | $27K | Sell |
134
-92
| -41% | -$18.5K | ﹤0.01% | 910 |
|
|
2021
Q2 | $49K | Sell |
226
-1,444
| -86% | -$313K | ﹤0.01% | 819 |
|
|
2021
Q1 | $349K | Buy |
1,670
+1,664
| +27,733% | +$348K | 0.02% | 290 |
|
|
2020
Q4 | $1K | Sell |
6
-242
| -98% | -$40.3K | ﹤0.01% | 1463 |
|
|
2020
Q3 | $45K | Buy |
248
+242
| +4,033% | +$43.9K | ﹤0.01% | 679 |
|
|
2020
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1592 |
|
|
2020
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1551 |
|
|
2019
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1447 |
|
|
2019
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1608 |
|
|
2019
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1468 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 1135 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 1123 |
|