Creative Planning’s Ideanomics, Inc. Common Stock IDEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,652
| Closed | -$15.4K | – | 2951 |
|
|
2023
Q2 | $15.4K | Sell |
1,652
-68
| -4% | -$633 | ﹤0.01% | 2488 |
|
|
2023
Q1 | $23.2K | Buy |
1,720
+1
| +0.1% | +$13 | ﹤0.01% | 2372 |
|
|
2022
Q4 | $35.2K | Hold |
1,719
| – | – | ﹤0.01% | 2249 |
|
|
2022
Q3 | $59K | Sell |
1,719
-36
| -2% | -$1.24K | ﹤0.01% | 2086 |
|
|
2022
Q2 | $145K | Sell |
1,755
-43
| -2% | -$3.55K | ﹤0.01% | 1916 |
|
|
2022
Q1 | $252K | Buy |
1,798
+1,644
| +1,068% | +$230K | ﹤0.01% | 1747 |
|
|
2021
Q4 | $23K | Hold |
154
| – | – | ﹤0.01% | 2036 |
|
|
2021
Q3 | $38K | Sell |
154
-10
| -6% | -$2.47K | ﹤0.01% | 2002 |
|
|
2021
Q2 | $58K | Buy |
164
+57
| +53% | +$20.2K | ﹤0.01% | 1907 |
|
|
2021
Q1 | $39K | Sell |
107
-7
| -6% | -$2.55K | ﹤0.01% | 2280 |
|
|
2020
Q4 | $28K | Sell |
114
-6
| -5% | -$1.47K | ﹤0.01% | 2067 |
|
|
2020
Q3 | $14K | Buy |
120
+7
| +6% | +$817 | ﹤0.01% | 1928 |
|
|
2020
Q2 | $28K | Buy |
+113
| New | +$28K | ﹤0.01% | 1764 |
|