Integrated Investment Consultants’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-539
| Closed | -$77K | – | 423 |
|
|
2018
Q1 | $77K | Buy |
+539
| New | +$77K | 0.03% | 368 |
|
|
2017
Q3 | $68K | Sell |
563
-169
| -23% | -$20.4K | 0.03% | 353 |
|
|
2017
Q2 | $83K | Hold |
732
| – | – | 0.04% | 327 |
|
|
2017
Q1 | $68K | Sell |
732
-33
| -4% | -$3.07K | 0.03% | 353 |
|
|
2016
Q4 | $69K | Hold |
765
| – | – | 0.03% | 339 |
|
|
2016
Q3 | $66K | Hold |
765
| – | – | 0.03% | 349 |
|
|
2016
Q2 | $63K | Buy |
765
+13
| +2% | +$1.07K | 0.04% | 363 |
|
|
2016
Q1 | $61K | Buy |
+752
| New | +$61K | 0.04% | 328 |
|