Corient Capital Partners’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $241K | Hold |
1,328
| – | – | 0.02% | 540 |
|
|
2022
Q2 | $241K | Sell |
1,328
-5
| -0.4% | -$907 | 0.02% | 555 |
|
|
2022
Q1 | $256K | Buy |
1,333
+288
| +28% | +$55.3K | 0.02% | 602 |
|
|
2021
Q4 | $247K | Buy |
1,045
+13
| +1% | +$3.07K | 0.02% | 595 |
|
|
2021
Q3 | $214K | Buy |
1,032
+113
| +12% | +$23.4K | 0.02% | 619 |
|
|
2021
Q2 | $202K | Buy |
+919
| New | +$202K | 0.01% | 624 |
|