Edmond de Rothschild Holding’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-80
| Closed | -$18.3K | – | 770 |
|
|
2022
Q4 | $18.3K | Buy |
+80
| New | +$18.3K | ﹤0.01% | 722 |
|
|
2021
Q4 | – | Sell |
-1,935
| Closed | -$400K | – | 861 |
|
|
2021
Q3 | $400K | Hold |
1,935
| – | – | 0.01% | 454 |
|
|
2021
Q2 | $426K | Buy |
1,935
+448
| +30% | +$98.6K | 0.01% | 442 |
|
|
2021
Q1 | $312K | Hold |
1,487
| – | – | 0.01% | 431 |
|
|
2020
Q4 | $296K | Hold |
1,487
| – | – | 0.01% | 396 |
|
|
2020
Q3 | $271K | Hold |
1,487
| – | – | 0.01% | 364 |
|
|
2020
Q2 | $235K | Buy |
+1,487
| New | +$235K | 0.01% | 354 |
|