Fieldpoint Private Securities’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5K | Sell |
30
-80
| -73% | -$13.3K | ﹤0.01% | 923 |
|
|
2022
Q1 | $21K | Hold |
110
| – | – | ﹤0.01% | 838 |
|
|
2021
Q4 | $26K | Hold |
110
| – | – | 0.01% | 794 |
|
|
2021
Q3 | $23K | Hold |
110
| – | – | 0.01% | 787 |
|
|
2021
Q2 | $25K | Hold |
110
| – | – | 0.01% | 744 |
|
|
2021
Q1 | $23K | Hold |
110
| – | – | 0.01% | 746 |
|
|
2020
Q4 | $22K | Buy |
+110
| New | +$22K | 0.01% | 665 |
|
|
2019
Q3 | – | Sell |
-375
| Closed | -$65K | – | 714 |
|
|
2019
Q2 | $65K | Hold |
375
| – | – | 0.02% | 391 |
|
|
2019
Q1 | $57K | Hold |
375
| – | – | 0.02% | 282 |
|
|
2018
Q4 | $47K | Hold |
375
| – | – | 0.02% | 291 |
|
|
2018
Q3 | $56K | Hold |
375
| – | – | 0.02% | 298 |
|
|
2018
Q2 | $51K | Hold |
375
| – | – | 0.02% | 303 |
|
|
2018
Q1 | $53K | Hold |
375
| – | – | 0.02% | 286 |
|
|
2017
Q4 | $49K | Hold |
375
| – | – | 0.03% | 289 |
|
|
2017
Q3 | $46K | Buy |
+375
| New | +$46K | 0.02% | 400 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$47K | – | 235 |
|
|
2017
Q1 | $47K | Buy |
+500
| New | +$47K | 0.04% | 198 |
|