Column Capital Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $65.9K | Hold |
317
| – | – | 0.01% | 278 |
|
|
2023
Q2 | $68.2K | Hold |
317
| – | – | 0.01% | 280 |
|
|
2023
Q1 | $73.2K | Hold |
317
| – | – | 0.01% | 269 |
|
|
2022
Q4 | $72.4K | Hold |
317
| – | – | 0.01% | 249 |
|
|
2022
Q3 | $63K | Hold |
317
| – | – | 0.01% | 239 |
|
|
2022
Q2 | $58K | Hold |
317
| – | – | 0.01% | 257 |
|
|
2022
Q1 | $61K | Hold |
317
| – | – | 0.01% | 269 |
|
|
2021
Q4 | $75K | Hold |
317
| – | – | 0.01% | 238 |
|
|
2021
Q3 | $66K | Sell |
317
-19
| -6% | -$3.96K | 0.01% | 235 |
|
|
2021
Q2 | $74K | Sell |
336
-26
| -7% | -$5.73K | 0.02% | 219 |
|
|
2021
Q1 | $76K | Sell |
362
-16
| -4% | -$3.36K | 0.02% | 217 |
|
|
2020
Q4 | $75K | Hold |
378
| – | – | 0.02% | 212 |
|
|
2020
Q3 | $69K | Hold |
378
| – | – | 0.02% | 196 |
|
|
2020
Q2 | $59K | Hold |
378
| – | – | 0.02% | 223 |
|
|
2020
Q1 | $52K | Hold |
378
| – | – | 0.02% | 194 |
|
|
2019
Q4 | $65K | Buy |
+378
| New | +$65K | 0.03% | 198 |
|