Financial Advisors Network’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,088
| Closed | -$217K | – | 118 |
|
|
2020
Q4 | $217K | Buy |
+1,088
| New | +$217K | 0.07% | 108 |
|
|
2019
Q4 | – | Sell |
-1,464
| Closed | -$240K | – | 114 |
|
|
2019
Q3 | $240K | Buy |
+1,464
| New | +$240K | 0.12% | 98 |
|
|
2017
Q1 | – | Sell |
-44
| Closed | -$4.06K | – | 259 |
|
|
2016
Q4 | $4.06K | Buy |
+44
| New | +$4.06K | ﹤0.01% | 358 |
|