Ellevest Inc’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-66
| Closed | -$15.2K | – | 951 |
|
|
2023
Q1 | $15.2K | Sell |
66
-2,062
| -97% | -$476K | ﹤0.01% | 921 |
|
|
2022
Q4 | $486K | Buy |
2,128
+982
| +86% | +$224K | 0.04% | 129 |
|
|
2022
Q3 | $229K | Buy |
1,146
+488
| +74% | +$97.5K | 0.02% | 250 |
|
|
2022
Q2 | $120K | Buy |
658
+18
| +3% | +$3.28K | 0.01% | 379 |
|
|
2022
Q1 | $123K | Buy |
640
+431
| +206% | +$82.8K | 0.01% | 379 |
|
|
2021
Q4 | $49K | Buy |
+209
| New | +$49K | ﹤0.01% | 517 |
|