IHT Wealth Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-527
| Closed | -$73K | – | 862 |
|
|
2018
Q1 | $73K | Hold |
527
| – | – | 0.02% | 569 |
|
|
2017
Q4 | $71K | Hold |
527
| – | – | 0.02% | 589 |
|
|
2017
Q3 | $65K | Hold |
527
| – | – | 0.03% | 447 |
|
|
2017
Q2 | $165 | Buy |
527
+380
| +259% | +$119 | 0.08% | 265 |
|
|
2017
Q1 | $14K | Hold |
147
| – | – | 0.01% | 737 |
|
|
2016
Q4 | $13K | Buy |
+147
| New | +$13K | 0.01% | 746 |
|