Icon Wealth Partners’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-130
| Closed | -$20K | – | 449 |
|
|
2019
Q1 | $20K | Buy |
+130
| New | +$20K | 0.01% | 547 |
|
|
2018
Q3 | – | Sell |
-148
| Closed | -$20K | – | 481 |
|
|
2018
Q2 | $20K | Buy |
+148
| New | +$20K | 0.01% | 589 |
|
|
2018
Q1 | – | Sell |
-152
| Closed | -$20K | – | 480 |
|
|
2017
Q4 | $20K | Buy |
+152
| New | +$20K | 0.01% | 612 |
|