JOYN Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-265
| Closed | -$33K | – | 706 |
|
|
2018
Q4 | $33K | Buy |
265
+90
| +51% | +$11.2K | 0.01% | 476 |
|
|
2018
Q3 | $26K | Buy |
175
+8
| +5% | +$1.19K | ﹤0.01% | 590 |
|
|
2018
Q2 | $23K | Buy |
167
+32
| +24% | +$4.41K | ﹤0.01% | 619 |
|
|
2018
Q1 | $19K | Buy |
+135
| New | +$19K | ﹤0.01% | 683 |
|