Flagship Harbor Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-24
| Closed | -$4K | – | 1067 |
|
|
2020
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 1557 |
|
|
2020
Q2 | $3K | Buy |
24
+9
| +60% | +$1.13K | ﹤0.01% | 1702 |
|
|
2020
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 1649 |
|
|
2019
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 1632 |
|
|
2019
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 1666 |
|
|
2019
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 1672 |
|
|
2019
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 1674 |
|
|
2018
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1721 |
|
|
2018
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 1908 |
|
|
2018
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1853 |
|