Cooper Financial Group’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 |
-1,688
| Closed | -$351K | – | 349 |
|
|
2023
Q3 | $351K | Buy |
1,688
+86
| +5% | +$17.9K | 0.08% | 242 |
|
|
2023
Q2 | $345K | Buy |
1,602
+50
| +3% | +$10.8K | 0.09% | 237 |
|
|
2023
Q1 | $358K | Buy |
1,552
+221
| +17% | +$51K | 0.1% | 212 |
|
|
2022
Q4 | $304K | Buy |
1,331
+52
| +4% | +$11.9K | 0.09% | 220 |
|
|
2022
Q3 | $256K | Buy |
1,279
+128
| +11% | +$25.6K | 0.09% | 203 |
|
|
2022
Q2 | $209K | Sell |
1,151
-41
| -3% | -$7.45K | 0.08% | 239 |
|
|
2022
Q1 | $228K | Buy |
1,192
+38
| +3% | +$7.27K | 0.09% | 216 |
|
|
2021
Q4 | $273K | Buy |
1,154
+4
| +0.3% | +$946 | 0.1% | 185 |
|
|
2021
Q3 | $238K | Buy |
1,150
+85
| +8% | +$17.6K | 0.05% | 215 |
|
|
2021
Q2 | $234K | Buy |
1,065
+73
| +7% | +$16K | 0.05% | 220 |
|
|
2021
Q1 | $208K | Sell |
992
-173
| -15% | -$36.3K | 0.05% | 233 |
|
|
2020
Q4 | $232K | Buy |
+1,165
| New | +$232K | 0.05% | 256 |
|