First Citizens Bank & Trust’s IDEX IEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-1,504
Closed -$246K 379
2019
Q3
$246K Sell
1,504
-2,230
-60% -$370K 0.03% 298
2019
Q2
$643K Buy
3,734
+2
+0.1% +$314 0.07% 223
2019
Q1
$566K Buy
3,732
+1,034
+38% +$146K 0.06% 234
2018
Q4
$341K Buy
2,698
+23
+0.9% +$3.08K 0.04% 260
2018
Q3
$403K Sell
2,675
-50
-2% -$7.45K 0.04% 254
2018
Q2
$372K Buy
2,725
+127
+5% +$17.7K 0.05% 274
2018
Q1
$370K Buy
2,598
+173
+7% +$24.1K 0.05% 264
2017
Q4
$320K Sell
2,425
-655
-21% -$84.3K 0.04% 278
2017
Q3
$374K Buy
+3,080
New +$360K 0.05% 271
2014
Q3
Sell
-2,568
Closed -$207K 341
2014
Q2
$207K Buy
+2,568
New +$194K 0.02% 322
2013
Q4
Sell
-7,750
Closed -$506K 551
2013
Q3
$506K Sell
7,750
-232
-3% -$14K 0.02% 705
2013
Q2
$430K Buy
+7,982
New +$426K 0.02% 740

Other funds holding IEX