Comerica Securities’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $223K | Sell |
1,070
-169
| -14% | -$35.2K | 0.02% | 422 |
|
|
2023
Q2 | $267K | Sell |
1,239
-56
| -4% | -$12.1K | 0.02% | 400 |
|
|
2023
Q1 | $299K | Sell |
1,295
-101
| -7% | -$23.3K | 0.02% | 383 |
|
|
2022
Q4 | $319K | Buy |
1,396
+34
| +2% | +$7.76K | 0.02% | 370 |
|
|
2022
Q3 | $272K | Sell |
1,362
-80
| -6% | -$16K | 0.02% | 357 |
|
|
2022
Q2 | $262K | Sell |
1,442
-187
| -11% | -$34K | 0.02% | 396 |
|
|
2022
Q1 | $312K | Buy |
1,629
+119
| +8% | +$22.8K | 0.02% | 397 |
|
|
2021
Q4 | $357K | Buy |
1,510
+73
| +5% | +$17.3K | 0.02% | 390 |
|
|
2021
Q3 | $297K | Buy |
1,437
+58
| +4% | +$12K | 0.02% | 410 |
|
|
2021
Q2 | $303K | Sell |
1,379
-577
| -29% | -$127K | 0.02% | 403 |
|
|
2021
Q1 | $409K | Buy |
1,956
+798
| +69% | +$167K | 0.03% | 349 |
|
|
2020
Q4 | $231K | Buy |
1,158
+28
| +2% | +$5.59K | 0.02% | 441 |
|
|
2020
Q3 | $206K | Buy |
+1,130
| New | +$206K | 0.02% | 433 |
|
|
2015
Q1 | – | Sell |
-2,846
| Closed | -$222K | – | 309 |
|
|
2014
Q4 | $222K | Sell |
2,846
-159
| -5% | -$12.4K | 0.14% | 130 |
|
|
2014
Q3 | $217K | Buy |
+3,005
| New | +$217K | 0.15% | 137 |
|