Kiwi Wealth Investments Limited Partnership’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,199
| Closed | -$1.13M | – | 269 |
|
|
2020
Q3 | $1.13M | Sell |
6,199
-11,852
| -66% | -$2.16M | 0.08% | 207 |
|
|
2020
Q2 | $2.85M | Sell |
18,051
-1,851
| -9% | -$293K | 0.23% | 117 |
|
|
2020
Q1 | $2.75M | Sell |
19,902
-9,167
| -32% | -$1.27M | 0.28% | 100 |
|
|
2019
Q4 | $5M | Buy |
29,069
+1,420
| +5% | +$244K | 0.37% | 75 |
|
|
2019
Q3 | $4.53M | Buy |
27,649
+1,599
| +6% | +$262K | 0.36% | 80 |
|
|
2019
Q2 | $4.48M | Buy |
+26,050
| New | +$4.48M | 0.39% | 73 |
|