Farr Miller & Washington’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $927K | Buy |
4,477
+360
| +9% | +$74.5K | 0.06% | 101 |
|
|
2021
Q2 | $906K | Buy |
4,117
+390
| +10% | +$85.8K | 0.06% | 101 |
|
|
2021
Q1 | $780K | Buy |
3,727
+88
| +2% | +$18.4K | 0.05% | 103 |
|
|
2020
Q4 | $725K | Buy |
3,639
+170
| +5% | +$33.9K | 0.06% | 102 |
|
|
2020
Q3 | $633K | Buy |
3,469
+169
| +5% | +$30.8K | 0.05% | 100 |
|
|
2020
Q2 | $522K | Sell |
3,300
-60
| -2% | -$9.49K | 0.04% | 103 |
|
|
2020
Q1 | $464K | Buy |
3,360
+5
| +0.1% | +$690 | 0.04% | 94 |
|
|
2019
Q4 | $577K | Buy |
3,355
+428
| +15% | +$73.6K | 0.04% | 100 |
|
|
2019
Q3 | $480K | Buy |
2,927
+432
| +17% | +$70.8K | 0.04% | 99 |
|
|
2019
Q2 | $429K | Buy |
2,495
+90
| +4% | +$15.5K | 0.04% | 101 |
|
|
2019
Q1 | $365K | Buy |
+2,405
| New | +$365K | 0.03% | 107 |
|