Freestone Capital Holdings’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,174
| Closed | -$225K | – | 503 |
|
|
2022
Q1 | $225K | Buy |
+1,174
| New | +$225K | 0.01% | 520 |
|
|
2021
Q1 | – | Sell |
-40
| Closed | -$7.97K | – | 711 |
|
|
2020
Q4 | $7.97K | Hold |
40
| – | – | ﹤0.01% | 905 |
|
|
2020
Q3 | $7.3K | Buy |
+40
| New | +$7.3K | ﹤0.01% | 805 |
|
|
2014
Q1 | – | Sell |
-8,286
| Closed | -$612K | – | 248 |
|
|
2013
Q4 | $612K | Sell |
8,286
-1,174
| -12% | -$86.7K | 0.11% | 166 |
|
|
2013
Q3 | $617K | Sell |
9,460
-234
| -2% | -$15.3K | 0.11% | 189 |
|
|
2013
Q2 | $522K | Buy |
+9,694
| New | +$522K | 0.11% | 182 |
|