FineMark National Bank & Trust’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-25
| Closed | -$2K | – | 663 |
|
|
2016
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 1164 |
|
|
2016
Q3 | $2K | Sell |
25
-79
| -76% | -$6.32K | ﹤0.01% | 1179 |
|
|
2016
Q2 | $9K | Hold |
104
| – | – | ﹤0.01% | 971 |
|
|
2016
Q1 | $9K | Sell |
104
-204
| -66% | -$17.7K | ﹤0.01% | 925 |
|
|
2015
Q4 | $24K | Sell |
308
-178
| -37% | -$13.9K | ﹤0.01% | 785 |
|
|
2015
Q3 | $35K | Sell |
486
-124
| -20% | -$8.93K | ﹤0.01% | 720 |
|
|
2015
Q2 | $48K | Sell |
610
-129
| -17% | -$10.2K | 0.01% | 664 |
|
|
2015
Q1 | $56K | Buy |
739
+229
| +45% | +$17.4K | 0.01% | 639 |
|
|
2014
Q4 | $40K | Sell |
510
-50
| -9% | -$3.92K | 0.01% | 724 |
|
|
2014
Q3 | $41K | Buy |
560
+18
| +3% | +$1.32K | 0.01% | 679 |
|
|
2014
Q2 | $44K | Buy |
542
+85
| +19% | +$6.9K | 0.01% | 665 |
|
|
2014
Q1 | $33K | Sell |
457
-299
| -40% | -$21.6K | 0.01% | 724 |
|
|
2013
Q4 | $56K | Buy |
756
+122
| +19% | +$9.04K | 0.01% | 553 |
|
|
2013
Q3 | $42K | Buy |
634
+463
| +271% | +$30.7K | 0.01% | 607 |
|
|
2013
Q2 | $9K | Buy |
+171
| New | +$9K | ﹤0.01% | 982 |
|