CFA
Compass Financial Advisors’s Idexx Laboratories IDXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,248
| Closed | -$624K | – | 43 |
|
|
2023
Q1 | $624K | Sell |
1,248
-4
| -0.3% | -$2K | 0.79% | 42 |
|
|
2022
Q4 | $511K | Hold |
1,252
| – | – | 0.69% | 50 |
|
|
2022
Q3 | $408K | Hold |
1,252
| – | – | 0.61% | 60 |
|
|
2022
Q2 | $439K | Buy |
1,252
+2
| +0.2% | +$701 | 0.6% | 56 |
|
|
2022
Q1 | $684K | Buy |
1,250
+48
| +4% | +$26.3K | 0.76% | 42 |
|
|
2021
Q4 | $791K | Buy |
+1,202
| New | +$791K | 0.87% | 34 |
|