Kanaly Trust’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $9K | Hold |
101
| – | – | ﹤0.01% | 572 |
|
|
2016
Q3 | $9K | Sell |
101
-1
| -1% | -$89 | ﹤0.01% | 549 |
|
|
2016
Q2 | $8K | Buy |
102
+16
| +19% | +$1.26K | ﹤0.01% | 570 |
|
|
2016
Q1 | $7K | Hold |
86
| – | – | ﹤0.01% | 603 |
|
|
2015
Q4 | $7K | Hold |
86
| – | – | ﹤0.01% | 613 |
|
|
2015
Q3 | $6K | Hold |
86
| – | – | ﹤0.01% | 607 |
|
|
2015
Q2 | $7K | Buy |
+86
| New | +$7K | ﹤0.01% | 594 |
|