D.A. Davidson & Co’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-576
| Closed | -$51K | – | 2401 |
|
|
2016
Q4 | $51K | Sell |
576
-6
| -1% | -$531 | ﹤0.01% | 1586 |
|
|
2016
Q3 | $54K | Hold |
582
| – | – | ﹤0.01% | 1489 |
|
|
2016
Q2 | $47K | Sell |
582
-174
| -23% | -$14.1K | ﹤0.01% | 1437 |
|
|
2016
Q1 | $61K | Sell |
756
-195
| -21% | -$15.7K | ﹤0.01% | 1313 |
|
|
2015
Q4 | $72K | Sell |
951
-267
| -22% | -$20.2K | ﹤0.01% | 1257 |
|
|
2015
Q3 | $86K | Sell |
1,218
-404
| -25% | -$28.5K | ﹤0.01% | 1154 |
|
|
2015
Q2 | $127K | Buy |
1,622
+173
| +12% | +$13.5K | ﹤0.01% | 1046 |
|
|
2015
Q1 | $109K | Buy |
1,449
+862
| +147% | +$64.8K | ﹤0.01% | 1102 |
|
|
2014
Q4 | $45K | Sell |
587
-103
| -15% | -$7.9K | ﹤0.01% | 1460 |
|
|
2014
Q3 | $49K | Sell |
690
-35
| -5% | -$2.49K | ﹤0.01% | 1414 |
|
|
2014
Q2 | $58K | Sell |
725
-150
| -17% | -$12K | ﹤0.01% | 1360 |
|
|
2014
Q1 | $62K | Hold |
875
| – | – | ﹤0.01% | 1330 |
|
|
2013
Q4 | $64K | Buy |
875
+725
| +483% | +$53K | ﹤0.01% | 1249 |
|
|
2013
Q3 | $9K | Sell |
150
-819
| -85% | -$49.1K | ﹤0.01% | 1484 |
|
|
2013
Q2 | $52K | Buy |
+969
| New | +$52K | ﹤0.01% | 1089 |
|