Foresters Investment Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,839
| Closed | -$507K | – | 473 |
|
|
2017
Q4 | $507K | Buy |
3,839
+622
| +19% | +$82.1K | 0.01% | 393 |
|
|
2017
Q3 | $391K | Buy |
3,217
+866
| +37% | +$105K | 0.01% | 401 |
|
|
2017
Q2 | $266K | Buy |
+2,351
| New | +$266K | ﹤0.01% | 432 |
|
|
2015
Q2 | – | Sell |
-60,000
| Closed | -$4.55M | – | 303 |
|
|
2015
Q1 | $4.55M | Hold |
60,000
| – | – | 0.09% | 224 |
|
|
2014
Q4 | $4.67M | Hold |
60,000
| – | – | 0.09% | 220 |
|
|
2014
Q3 | $4.34M | Hold |
60,000
| – | – | 0.09% | 214 |
|
|
2014
Q2 | $4.84M | Hold |
60,000
| – | – | 0.1% | 208 |
|
|
2014
Q1 | $4.37M | Hold |
60,000
| – | – | 0.09% | 213 |
|
|
2013
Q4 | $4.43M | Hold |
60,000
| – | – | 0.1% | 206 |
|
|
2013
Q3 | $3.92M | Sell |
60,000
-120,153
| -67% | -$7.84M | 0.1% | 201 |
|
|
2013
Q2 | $9.69M | Buy |
+180,153
| New | +$9.69M | 0.29% | 113 |
|