Ergoteles’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 |
-13,151
| Closed | -$2.83M | – | 421 |
|
|
2023
Q2 | $2.83M | Buy |
13,151
+5,920
| +82% | +$1.27M | 0.14% | 191 |
|
|
2023
Q1 | $1.67M | Buy |
+7,231
| New | +$1.67M | 0.07% | 334 |
|
|
2022
Q4 | – | Sell |
-1,009
| Closed | -$202K | – | 1656 |
|
|
2022
Q3 | $202K | Buy |
+1,009
| New | +$202K | 0.01% | 1173 |
|
|
2021
Q1 | – | Sell |
-2,318
| Closed | -$462K | – | 917 |
|
|
2020
Q4 | $462K | Sell |
2,318
-2,282
| -50% | -$455K | 0.02% | 467 |
|
|
2020
Q3 | $839K | Buy |
+4,600
| New | +$839K | 0.11% | 154 |
|