First Pacific Financial’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,682
| Closed | -$540K | – | 399 |
|
|
2024
Q2 | $540K | Sell |
2,682
-171
| -6% | -$34.4K | 0.14% | 92 |
|
|
2024
Q1 | $696K | Buy |
2,853
+37
| +1% | +$9.03K | 0.19% | 80 |
|
|
2023
Q4 | $611K | Sell |
2,816
-39
| -1% | -$8.47K | 0.19% | 84 |
|
|
2023
Q3 | $594K | Sell |
2,855
-98
| -3% | -$20.4K | 0.26% | 75 |
|
|
2023
Q2 | $636K | Buy |
2,953
+28
| +1% | +$6.03K | 0.27% | 78 |
|
|
2023
Q1 | $676K | Sell |
2,925
-78
| -3% | -$18K | 0.31% | 71 |
|
|
2022
Q4 | $686K | Buy |
3,003
+42
| +1% | +$9.59K | 0.34% | 76 |
|
|
2022
Q3 | $592K | Buy |
2,961
+131
| +5% | +$26.2K | 0.34% | 78 |
|
|
2022
Q2 | $514K | Buy |
2,830
+51
| +2% | +$9.26K | 0.24% | 83 |
|
|
2022
Q1 | $533K | Buy |
2,779
+107
| +4% | +$20.5K | 0.27% | 77 |
|
|
2021
Q4 | $631K | Buy |
2,672
+19
| +0.7% | +$4.49K | 0.3% | 75 |
|
|
2021
Q3 | $549K | Buy |
2,653
+108
| +4% | +$22.3K | 0.29% | 75 |
|
|
2021
Q2 | $560K | Buy |
2,545
+199
| +8% | +$43.8K | 0.31% | 70 |
|
|
2021
Q1 | $491K | Buy |
2,346
+313
| +15% | +$65.5K | 0.31% | 71 |
|
|
2020
Q4 | $405K | Buy |
+2,033
| New | +$405K | 0.25% | 74 |
|