Gideon Capital Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.04M | Buy |
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|
2019
Q3 | $659K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $725K | Buy |
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|
2018
Q3 | $576K | Sell |
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|
2018
Q2 | $577K | Sell |
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|
2018
Q1 | $825K | Buy |
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|
2017
Q4 | $241K | Sell |
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|
2017
Q3 | $418K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $247K | Sell |
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|
2016
Q2 | $287K | Buy |
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|
2016
Q1 | $217K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.46M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $2.17M | Buy |
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|
2013
Q4 | $959K | Buy |
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