Gideon Capital Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,073
| Closed | -$1.05M | – | 96 |
|
|
2019
Q4 | $1.05M | Buy |
6,073
+2,049
| +51% | +$353K | 0.36% | 108 |
|
|
2019
Q3 | $659K | Buy |
+4,024
| New | +$659K | 0.22% | 154 |
|
|
2019
Q1 | – | Sell |
-5,742
| Closed | -$725K | – | 439 |
|
|
2018
Q4 | $725K | Buy |
5,742
+1,917
| +50% | +$242K | 0.3% | 99 |
|
|
2018
Q3 | $576K | Sell |
3,825
-406
| -10% | -$61.1K | 0.27% | 117 |
|
|
2018
Q2 | $577K | Sell |
4,231
-1,555
| -27% | -$212K | 0.29% | 106 |
|
|
2018
Q1 | $825K | Buy |
5,786
+3,957
| +216% | +$564K | 0.51% | 34 |
|
|
2017
Q4 | $241K | Sell |
1,829
-1,616
| -47% | -$213K | 0.21% | 219 |
|
|
2017
Q3 | $418K | Buy |
+3,445
| New | +$418K | 0.41% | 69 |
|
|
2016
Q4 | – | Sell |
-2,637
| Closed | -$247K | – | 431 |
|
|
2016
Q3 | $247K | Sell |
2,637
-862
| -25% | -$80.7K | 0.15% | 152 |
|
|
2016
Q2 | $287K | Buy |
3,499
+876
| +33% | +$71.9K | 0.17% | 149 |
|
|
2016
Q1 | $217K | Buy |
+2,623
| New | +$217K | 0.27% | 123 |
|
|
2014
Q4 | – | Sell |
-20,167
| Closed | -$1.46M | – | 246 |
|
|
2014
Q3 | $1.46M | Buy |
+20,167
| New | +$1.46M | 0.56% | 56 |
|
|
2014
Q2 | – | Sell |
-29,696
| Closed | -$2.17M | – | 276 |
|
|
2014
Q1 | $2.17M | Buy |
29,696
+16,714
| +129% | +$1.22M | 1.2% | 17 |
|
|
2013
Q4 | $959K | Buy |
+12,982
| New | +$959K | 0.57% | 65 |
|