Financial Architects (New Jersey)’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-244
| Closed | -$37K | – | 1189 |
|
|
2019
Q1 | $37K | Sell |
244
-2
| -0.8% | -$303 | 0.01% | 617 |
|
|
2018
Q4 | $31K | Hold |
246
| – | – | 0.01% | 607 |
|
|
2018
Q3 | $37K | Sell |
246
-45
| -15% | -$6.77K | 0.01% | 625 |
|
|
2018
Q2 | $40K | Sell |
291
-3
| -1% | -$412 | 0.01% | 628 |
|
|
2018
Q1 | $42K | Sell |
294
-17
| -5% | -$2.43K | 0.01% | 584 |
|
|
2017
Q4 | $41K | Sell |
311
-50
| -14% | -$6.59K | 0.01% | 649 |
|
|
2017
Q3 | $44K | Sell |
361
-5
| -1% | -$609 | 0.01% | 648 |
|
|
2017
Q2 | $41K | Sell |
366
-34
| -9% | -$3.81K | 0.01% | 652 |
|
|
2017
Q1 | $37K | Sell |
400
-17
| -4% | -$1.57K | 0.01% | 672 |
|
|
2016
Q4 | $38K | Sell |
417
-4
| -1% | -$365 | 0.01% | 639 |
|
|
2016
Q3 | $39K | Hold |
421
| – | – | 0.01% | 644 |
|
|
2016
Q2 | $35K | Buy |
+421
| New | +$35K | 0.01% | 628 |
|