FourThought Financial’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $143K | Buy |
715
+64
| +10% | +$12.8K | 0.02% | 360 |
|
2022
Q2 | $118K | Buy |
651
+28
| +4% | +$5.08K | 0.02% | 395 |
|
2022
Q1 | $119K | Buy |
623
+27
| +5% | +$5.16K | 0.02% | 431 |
|
2021
Q4 | $141K | Sell |
596
-64
| -10% | -$15.1K | 0.02% | 397 |
|
2021
Q3 | $136K | Sell |
660
-20
| -3% | -$4.12K | 0.02% | 419 |
|
2021
Q2 | $149K | Buy |
680
+73
| +12% | +$16K | 0.02% | 409 |
|
2021
Q1 | $127K | Hold |
607
| – | – | 0.02% | 439 |
|
2020
Q4 | $120K | Buy |
+607
| New | +$120K | 0.02% | 446 |
|