Dana Investment Advisors’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 |
-5,447
| Closed | -$491K | – | 296 |
|
|
2016
Q4 | $491K | Buy |
+5,447
| New | +$491K | 0.02% | 231 |
|
|
2016
Q3 | – | Sell |
-5,447
| Closed | -$447K | – | 286 |
|
|
2016
Q2 | $447K | Buy |
5,447
+1,406
| +35% | +$115K | 0.02% | 224 |
|
|
2016
Q1 | $335K | Buy |
+4,041
| New | +$335K | 0.02% | 236 |
|