CrestPoint Capital Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-11,600
| Closed | -$912K | – | 214 |
|
|
2015
Q2 | $912K | Sell |
11,600
-200
| -2% | -$15.7K | 0.48% | 70 |
|
|
2015
Q1 | $895K | Hold |
11,800
| – | – | 0.47% | 77 |
|
|
2014
Q4 | $919K | Hold |
11,800
| – | – | 0.5% | 73 |
|
|
2014
Q3 | $854K | Sell |
11,800
-1,400
| -11% | -$101K | 0.51% | 78 |
|
|
2014
Q2 | $1.07M | Sell |
13,200
-100
| -0.8% | -$8.08K | 0.62% | 58 |
|
|
2014
Q1 | $969K | Sell |
13,300
-800
| -6% | -$58.3K | 0.6% | 58 |
|
|
2013
Q4 | $1.04M | Buy |
+14,100
| New | +$1.04M | 0.69% | 47 |
|