Invictus RG’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 |
-3,039
| Closed | -$433K | – | 264 |
|
2018
Q1 | $433K | Buy |
+3,039
| New | +$433K | 0.29% | 55 |
|
2017
Q4 | – | Sell |
-3,007
| Closed | -$365K | – | 362 |
|
2017
Q3 | $365K | Buy |
3,007
+1,909
| +174% | +$232K | 0.33% | 118 |
|
2017
Q2 | $124K | Buy |
+1,098
| New | +$124K | 0.09% | 366 |
|