Great Lakes Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,280
| Closed | -$1.25M | – | 716 |
|
|
2020
Q4 | $1.25M | Buy |
6,280
+74
| +1% | +$14.7K | 0.02% | 405 |
|
|
2020
Q3 | $1.13M | Sell |
6,206
-108
| -2% | -$19.7K | 0.02% | 390 |
|
|
2020
Q2 | $998K | Buy |
6,314
+2,286
| +57% | +$361K | 0.02% | 389 |
|
|
2020
Q1 | $556K | Buy |
4,028
+51
| +1% | +$7.04K | 0.02% | 420 |
|
|
2019
Q4 | $684K | Buy |
3,977
+2,349
| +144% | +$404K | 0.01% | 414 |
|
|
2019
Q3 | $267K | Buy |
+1,628
| New | +$267K | 0.01% | 498 |
|