Kingswood Wealth Advisors’s Idexx Laboratories IDXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,355
| Closed | -$1.7M | – | 849 |
|
|
2024
Q3 | $1.7M | Sell |
3,355
-195
| -5% | -$98.5K | 0.12% | 192 |
|
|
2024
Q2 | $1.73M | Sell |
3,550
-94
| -3% | -$45.8K | 0.16% | 130 |
|
|
2024
Q1 | $1.97M | Buy |
3,644
+8
| +0.2% | +$4.32K | 0.23% | 99 |
|
|
2023
Q4 | $2.02M | Sell |
3,636
-157
| -4% | -$87.1K | 0.23% | 99 |
|
|
2023
Q3 | $1.66M | Buy |
+3,793
| New | +$1.66M | 0.28% | 94 |
|