Harbor Investment Advisory’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-70
| Closed | -$14.1K | – | 1218 |
|
|
2024
Q2 | $14.1K | Sell |
70
-18
| -20% | -$3.62K | ﹤0.01% | 792 |
|
|
2024
Q1 | $21.5K | Buy |
88
+10
| +13% | +$2.44K | ﹤0.01% | 727 |
|
|
2023
Q4 | $16.9K | Sell |
78
-14
| -15% | -$3.04K | ﹤0.01% | 744 |
|
|
2023
Q3 | $19.1K | Sell |
92
-2
| -2% | -$416 | ﹤0.01% | 704 |
|
|
2023
Q2 | $20.2K | Buy |
94
+2
| +2% | +$431 | ﹤0.01% | 898 |
|
|
2023
Q1 | $21.3K | Hold |
92
| – | – | ﹤0.01% | 906 |
|
|
2022
Q4 | $21K | Hold |
92
| – | – | ﹤0.01% | 895 |
|
|
2022
Q3 | $18K | Sell |
92
-3
| -3% | -$587 | ﹤0.01% | 930 |
|
|
2022
Q2 | $17K | Buy |
95
+32
| +51% | +$5.73K | ﹤0.01% | 930 |
|
|
2022
Q1 | $12K | Hold |
63
| – | – | ﹤0.01% | 1029 |
|
|
2021
Q4 | $15K | Buy |
63
+37
| +142% | +$8.81K | ﹤0.01% | 986 |
|
|
2021
Q3 | $5K | Buy |
+26
| New | +$5K | ﹤0.01% | 1147 |
|