IPC
Independent Portfolio Consultants’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $822K | Sell |
7,274
-8,147
| -53% | -$921K | 0.34% | 82 |
|
|
2017
Q1 | $1.44M | Sell |
15,421
-835
| -5% | -$78.1K | 0.5% | 35 |
|
|
2016
Q4 | $1.46M | Sell |
16,256
-25
| -0.2% | -$2.25K | 0.48% | 43 |
|
|
2016
Q3 | $1.52M | Sell |
16,281
-3,040
| -16% | -$284K | 0.48% | 44 |
|
|
2016
Q2 | $1.59M | Sell |
19,321
-4,175
| -18% | -$343K | 0.5% | 40 |
|
|
2016
Q1 | $1.95M | Sell |
23,496
-3,615
| -13% | -$300K | 0.54% | 34 |
|
|
2015
Q4 | $2.08M | Sell |
27,111
-17,990
| -40% | -$1.38M | 0.62% | 27 |
|
|
2015
Q3 | $3.22M | Buy |
45,101
+785
| +2% | +$56K | 0.7% | 19 |
|
|
2015
Q2 | $3.48M | Buy |
44,316
+420
| +1% | +$33K | 0.7% | 23 |
|
|
2015
Q1 | $3.33M | Buy |
43,896
+3,170
| +8% | +$240K | 0.68% | 27 |
|
|
2014
Q4 | $3.17M | Buy |
40,726
+2,470
| +6% | +$192K | 0.64% | 29 |
|
|
2014
Q3 | $2.77M | Buy |
38,256
+7,525
| +24% | +$545K | 0.75% | 17 |
|
|
2014
Q2 | $2.48M | Buy |
30,731
+1,380
| +5% | +$111K | 0.69% | 14 |
|
|
2014
Q1 | $2.14M | Sell |
29,351
-3,740
| -11% | -$273K | 0.68% | 14 |
|
|
2013
Q4 | $2.44M | Buy |
33,091
+9,625
| +41% | +$711K | 0.85% | 5 |
|
|
2013
Q3 | $1.53M | Buy |
23,466
+1,871
| +9% | +$122K | 0.61% | 11 |
|
|
2013
Q2 | $1.16M | Buy |
+21,595
| New | +$1.16M | 0.52% | 19 |
|