HBK Sorce Advisory’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,075
| Closed | -$262K | – | 587 |
|
|
2024
Q1 | $262K | Sell |
1,075
-62
| -5% | -$15.1K | 0.01% | 487 |
|
|
2023
Q4 | $247K | Sell |
1,137
-965
| -46% | -$209K | 0.01% | 458 |
|
|
2023
Q3 | $437K | Sell |
2,102
-72
| -3% | -$15K | 0.02% | 339 |
|
|
2023
Q2 | $468K | Sell |
2,174
-22
| -1% | -$4.74K | 0.02% | 340 |
|
|
2023
Q1 | $507K | Sell |
2,196
-2,586
| -54% | -$598K | 0.02% | 316 |
|
|
2022
Q4 | $1.09M | Buy |
4,782
+2,102
| +78% | +$480K | 0.03% | 271 |
|
|
2022
Q3 | $536K | Buy |
2,680
+1,121
| +72% | +$224K | 0.04% | 256 |
|
|
2022
Q2 | $283K | Buy |
1,559
+302
| +24% | +$54.8K | 0.02% | 348 |
|
|
2022
Q1 | $241K | Sell |
1,257
-419
| -25% | -$80.3K | 0.01% | 454 |
|
|
2021
Q4 | $396K | Buy |
1,676
+46
| +3% | +$10.9K | 0.02% | 382 |
|
|
2021
Q3 | $337K | Buy |
1,630
+70
| +4% | +$14.5K | 0.02% | 406 |
|
|
2021
Q2 | $343K | Buy |
1,560
+20
| +1% | +$4.4K | 0.02% | 419 |
|
|
2021
Q1 | $322K | Buy |
+1,540
| New | +$322K | 0.02% | 386 |
|