First Personal Financial Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-35
| Closed | -$6K | – | 647 |
|
|
2019
Q2 | $6K | Hold |
35
| – | – | ﹤0.01% | 574 |
|
|
2019
Q1 | $5K | Hold |
35
| – | – | ﹤0.01% | 592 |
|
|
2018
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 586 |
|
|
2018
Q3 | $5K | Buy |
35
+6
| +21% | +$857 | ﹤0.01% | 597 |
|
|
2018
Q2 | $4K | Sell |
29
-79
| -73% | -$10.9K | ﹤0.01% | 598 |
|
|
2018
Q1 | $15K | Buy |
108
+79
| +272% | +$11K | ﹤0.01% | 691 |
|
|
2017
Q4 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 923 |
|