Jackson Grant Investment Advisers’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7
| Closed | -$1.71K | – | 404 |
|
|
2024
Q1 | $1.71K | Hold |
7
| – | – | ﹤0.01% | 369 |
|
|
2023
Q4 | $1.52K | Hold |
7
| – | – | ﹤0.01% | 367 |
|
|
2023
Q3 | $1.46K | Hold |
7
| – | – | ﹤0.01% | 366 |
|
|
2023
Q2 | $1.51K | Hold |
7
| – | – | ﹤0.01% | 389 |
|
|
2023
Q1 | $1.62K | Buy |
+7
| New | +$1.62K | ﹤0.01% | 413 |
|