KA
Kaizen Advisory’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $710K | Sell |
5,628
-1,078
| -16% | -$136K | 0.49% | 51 |
|
|
2018
Q3 | $1.01M | Sell |
6,706
-1,407
| -17% | -$212K | 0.53% | 60 |
|
|
2018
Q2 | $1.11M | Buy |
8,113
+6,086
| +300% | +$830K | 0.56% | 63 |
|
|
2018
Q1 | $289K | Buy |
+2,027
| New | +$289K | 0.29% | 38 |
|