Jade Capital Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.15M | Buy |
+10,000
| New | +$2.15M | 1.35% | 23 |
|
|
2024
Q1 | – | Sell |
-5,000
| Closed | -$1.09M | – | 81 |
|
|
2023
Q4 | $1.09M | Sell |
5,000
-2,500
| -33% | -$543K | 0.65% | 51 |
|
|
2023
Q3 | $1.56M | Buy |
+7,500
| New | +$1.56M | 1.4% | 24 |
|
|
2023
Q2 | – | Sell |
-5,000
| Closed | -$1.16M | – | 73 |
|
|
2023
Q1 | $1.16M | Buy |
+5,000
| New | +$1.16M | 1.6% | 21 |
|
|
2020
Q4 | – | Sell |
-10,000
| Closed | -$1.82M | – | 81 |
|
|
2020
Q3 | $1.82M | Sell |
10,000
-10,000
| -50% | -$1.82M | 1.84% | 25 |
|
|
2020
Q2 | $3.16M | Buy |
20,000
+5,000
| +33% | +$790K | 3.11% | 11 |
|
|
2020
Q1 | $2.07M | Buy |
+15,000
| New | +$2.07M | 2.61% | 12 |
|