Disciplined Investments’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8
| Closed | -$1.72K | – | 780 |
|
|
2023
Q2 | $1.72K | Sell |
8
-1
| -11% | -$215 | ﹤0.01% | 725 |
|
|
2023
Q1 | $2.08K | Sell |
9
-2
| -18% | -$462 | ﹤0.01% | 644 |
|
|
2022
Q4 | $2.51K | Hold |
11
| – | – | ﹤0.01% | 549 |
|
|
2022
Q3 | $2K | Buy |
11
+1
| +10% | +$182 | ﹤0.01% | 653 |
|
|
2022
Q2 | $2K | Buy |
10
+2
| +25% | +$400 | ﹤0.01% | 669 |
|
|
2022
Q1 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 708 |
|