Cary Street Partners Investment Advisory’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 |
-339
| Closed | -$70.5K | – | 1180 |
|
|
2023
Q3 | $70.5K | Buy |
339
+80
| +31% | +$16.6K | ﹤0.01% | 780 |
|
|
2023
Q2 | $55.8K | Buy |
259
+16
| +7% | +$3.44K | ﹤0.01% | 791 |
|
|
2023
Q1 | $56.1K | Hold |
243
| – | – | ﹤0.01% | 711 |
|
|
2022
Q4 | $55.5K | Buy |
+243
| New | +$55.5K | ﹤0.01% | 712 |
|
|
2020
Q4 | – | Sell |
-87
| Closed | -$16K | – | 590 |
|
|
2020
Q3 | $16K | Buy |
+87
| New | +$16K | ﹤0.01% | 690 |
|