Charles Schwab’s Ideanomics, Inc. Common Stock IDEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-8,690
| Closed | -$1.22M | – | 3685 |
|
2022
Q1 | $1.22M | Buy |
8,690
+1,072
| +14% | +$150K | ﹤0.01% | 2779 |
|
2021
Q4 | $1.14M | Buy |
7,618
+483
| +7% | +$72.5K | ﹤0.01% | 2857 |
|
2021
Q3 | $1.76M | Buy |
7,135
+206
| +3% | +$50.8K | ﹤0.01% | 2728 |
|
2021
Q2 | $2.46M | Buy |
+6,929
| New | +$2.46M | ﹤0.01% | 2641 |
|
2020
Q2 | – | Sell |
-1,752
| Closed | -$294K | – | 3375 |
|
2020
Q1 | $294K | Buy |
1,752
+901
| +106% | +$151K | ﹤0.01% | 2898 |
|
2019
Q4 | $92K | Hold |
851
| – | – | ﹤0.01% | 3098 |
|
2019
Q3 | $161K | Hold |
851
| – | – | ﹤0.01% | 3064 |
|
2019
Q2 | $262K | Buy |
+851
| New | +$262K | ﹤0.01% | 3047 |
|