Elkfork Partners’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.09M | Sell |
6,666
-2,772
| -29% | -$454K | 0.03% | 366 |
|
|
2019
Q2 | $1.63M | Hold |
9,438
| – | – | 0.04% | 304 |
|
|
2019
Q1 | $1.43M | Hold |
9,438
| – | – | 0.04% | 318 |
|
|
2018
Q4 | $1.19M | Hold |
9,438
| – | – | 0.03% | 327 |
|
|
2018
Q3 | $1.42M | Buy |
9,438
+1,320
| +16% | +$199K | 0.03% | 314 |
|
|
2018
Q2 | $1.11M | Buy |
8,118
+154
| +2% | +$21K | 0.03% | 330 |
|
|
2018
Q1 | $1.14M | Buy |
7,964
+308
| +4% | +$43.9K | 0.03% | 311 |
|
|
2017
Q4 | $1.01M | Buy |
7,656
+1,320
| +21% | +$174K | 0.03% | 362 |
|
|
2017
Q3 | $770K | Buy |
6,336
+814
| +15% | +$98.9K | 0.02% | 377 |
|
|
2017
Q2 | $624K | Buy |
5,522
+1,826
| +49% | +$206K | 0.02% | 436 |
|
|
2017
Q1 | $346K | Buy |
3,696
+264
| +8% | +$24.7K | 0.01% | 516 |
|
|
2016
Q4 | $309K | Buy |
+3,432
| New | +$309K | 0.01% | 505 |
|