Destination Wealth Management’s IRIDEX IRIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,500
| Closed | -$25K | – | 311 |
|
|
2019
Q2 | $25K | Hold |
5,500
| – | – | ﹤0.01% | 363 |
|
|
2019
Q1 | $25K | Hold |
5,500
| – | – | ﹤0.01% | 368 |
|
|
2018
Q4 | $26K | Hold |
5,500
| – | – | ﹤0.01% | 334 |
|
|
2018
Q3 | $35K | Buy |
+5,500
| New | +$35K | ﹤0.01% | 345 |
|
|
2018
Q2 | – | Sell |
-5,500
| Closed | -$31K | – | 581 |
|
|
2018
Q1 | $31K | Buy |
+5,500
| New | +$31K | ﹤0.01% | 297 |
|
|
2015
Q3 | – | Sell |
-34,106
| Closed | -$281K | – | 165 |
|
|
2015
Q2 | $281K | Buy |
+34,106
| New | +$281K | 0.02% | 205 |
|