Evoke Wealth’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-25
| Closed | -$5K | – | 729 |
|
|
2022
Q3 | $5K | Buy |
25
+8
| +47% | +$1.6K | ﹤0.01% | 879 |
|
|
2022
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 983 |
|
|
2022
Q1 | $3K | Buy |
17
+8
| +89% | +$1.41K | ﹤0.01% | 998 |
|
|
2021
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 1047 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1082 |
|
|
2021
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 1050 |
|
|
2021
Q1 | $2K | Hold |
9
| – | – | ﹤0.01% | 1032 |
|
|
2020
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 889 |
|
|
2020
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 846 |
|
|
2020
Q2 | $1K | Buy |
9
+1
| +13% | +$111 | ﹤0.01% | 979 |
|
|
2020
Q1 | $1.11K | Buy |
+8
| New | +$1.11K | ﹤0.01% | 912 |
|