Harvest Fund Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-100
| Closed | -$21K | – | 667 |
|
|
2023
Q3 | $21K | Hold |
100
| – | – | ﹤0.01% | 476 |
|
|
2023
Q2 | $22K | Hold |
100
| – | – | ﹤0.01% | 493 |
|
|
2023
Q1 | $23K | Sell |
100
-190
| -66% | -$43.7K | 0.01% | 564 |
|
|
2022
Q4 | $66K | Buy |
+290
| New | +$66K | 0.02% | 426 |
|
|
2019
Q4 | – | Sell |
-92
| Closed | -$15K | – | 443 |
|
|
2019
Q3 | $15K | Buy |
+92
| New | +$15K | ﹤0.01% | 361 |
|