Kenfarb & Co’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $834K | Sell |
4,009
-70
| -2% | -$14.6K | 0.76% | 39 |
|
|
2023
Q2 | $878K | Sell |
4,079
-36
| -0.9% | -$7.75K | 0.76% | 40 |
|
|
2023
Q1 | $951K | Sell |
4,115
-180
| -4% | -$41.6K | 0.85% | 37 |
|
|
2022
Q4 | $981K | Hold |
4,295
| – | – | 0.87% | 37 |
|
|
2022
Q3 | $858K | Hold |
4,295
| – | – | 0.82% | 37 |
|
|
2022
Q2 | $823K | Hold |
4,295
| – | – | 0.65% | 41 |
|
|
2022
Q1 | $823K | Hold |
4,295
| – | – | 0.65% | 41 |
|
|
2021
Q4 | $1.02M | Buy |
+4,295
| New | +$1.02M | 0.74% | 40 |
|