Foyston, Gordon, & Payne’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,933
| Closed | -$1.09M | – | 61 |
|
|
2021
Q2 | $1.09M | Sell |
4,933
-727
| -13% | -$160K | 0.26% | 57 |
|
|
2021
Q1 | $1.19M | Sell |
5,660
-173
| -3% | -$36.2K | 0.28% | 58 |
|
|
2020
Q4 | $1.16M | Sell |
5,833
-84
| -1% | -$16.7K | 0.28% | 58 |
|
|
2020
Q3 | $1.08M | Buy |
5,917
+1
| +0% | +$182 | 0.28% | 58 |
|
|
2020
Q2 | $935K | Sell |
5,916
-48
| -0.8% | -$7.59K | 0.23% | 57 |
|
|
2020
Q1 | $824K | Buy |
+5,964
| New | +$824K | 0.21% | 54 |
|