Cornerstone Advisors (Washington)’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-199
| Closed | -$34K | – | 1095 |
|
|
2019
Q2 | $34K | Buy |
199
+16
| +9% | +$2.73K | ﹤0.01% | 503 |
|
|
2019
Q1 | $28K | Buy |
183
+72
| +65% | +$11K | ﹤0.01% | 520 |
|
|
2018
Q4 | $14K | Sell |
111
-9
| -8% | -$1.14K | ﹤0.01% | 574 |
|
|
2018
Q3 | $18K | Buy |
120
+25
| +26% | +$3.75K | 0.01% | 551 |
|
|
2018
Q2 | $13K | Buy |
95
+2
| +2% | +$274 | 0.01% | 569 |
|
|
2018
Q1 | $13K | Buy |
93
+12
| +15% | +$1.68K | 0.01% | 555 |
|
|
2017
Q4 | $11K | Sell |
81
-4
| -5% | -$543 | 0.01% | 565 |
|
|
2017
Q3 | $10K | Hold |
85
| – | – | 0.01% | 580 |
|
|
2017
Q2 | $10K | Hold |
85
| – | – | 0.01% | 578 |
|
|
2017
Q1 | $8K | Hold |
85
| – | – | ﹤0.01% | 611 |
|
|
2016
Q4 | $8K | Hold |
85
| – | – | 0.01% | 623 |
|
|
2016
Q3 | $8K | Hold |
85
| – | – | 0.01% | 607 |
|
|
2016
Q2 | $7K | Hold |
85
| – | – | 0.01% | 492 |
|
|
2016
Q1 | $7K | Buy |
+85
| New | +$7K | 0.01% | 487 |
|
|
2014
Q3 | – | Sell |
-11
| Closed | -$1K | – | 616 |
|
|
2014
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 571 |
|
|
2014
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 492 |
|