Icon Advisers’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-5,000
| Closed | -$364K | – | 352 |
|
|
2014
Q1 | $364K | Hold |
5,000
| – | – | 0.03% | 271 |
|
|
2013
Q4 | $369K | Sell |
5,000
-5,000
| -50% | -$369K | 0.03% | 250 |
|
|
2013
Q3 | $652K | Hold |
10,000
| – | – | 0.05% | 231 |
|
|
2013
Q2 | $538K | Buy |
+10,000
| New | +$538K | 0.04% | 274 |
|