Forza Wealth Management’s Idexx Laboratories IDXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-400
| Closed | -$202K | – | 185 |
|
|
2024
Q3 | $202K | Buy |
+400
| New | +$202K | 0.09% | 181 |
|
|
2024
Q2 | – | Sell |
-400
| Closed | -$216K | – | 172 |
|
|
2024
Q1 | $216K | Hold |
400
| – | – | 0.11% | 162 |
|
|
2023
Q4 | $222K | Sell |
400
-1,200
| -75% | -$666K | 0.12% | 157 |
|
|
2023
Q3 | $700K | Sell |
1,600
-100
| -6% | -$43.7K | 0.36% | 85 |
|
|
2023
Q2 | $854K | Hold |
1,700
| – | – | 0.43% | 77 |
|
|
2023
Q1 | $850K | Buy |
+1,700
| New | +$850K | 0.44% | 75 |
|