CSat Investment Advisory’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $57K | Buy |
272
+64
| +31% | +$13.4K | 0.05% | 164 |
|
|
2020
Q4 | $41K | Sell |
208
-2,903
| -93% | -$572K | 0.04% | 185 |
|
|
2020
Q3 | $567K | Buy |
3,111
+1,129
| +57% | +$206K | 0.05% | 171 |
|
|
2020
Q2 | $313K | Buy |
1,982
+499
| +34% | +$78.8K | 0.04% | 234 |
|
|
2020
Q1 | $205K | Buy |
1,483
+983
| +197% | +$136K | 0.04% | 230 |
|
|
2019
Q4 | $86K | Buy |
500
+226
| +82% | +$38.9K | 0.02% | 395 |
|
|
2019
Q3 | $45K | Buy |
274
+146
| +114% | +$24K | 0.01% | 591 |
|
|
2019
Q2 | $22K | Buy |
+128
| New | +$22K | 0.01% | 672 |
|