KWM
Kolinsky Wealth Management’s Idexx Laboratories IDXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-473
| Closed | -$230K | – | 180 |
|
|
2024
Q2 | $230K | Sell |
473
-11
| -2% | -$5.36K | 0.17% | 132 |
|
|
2024
Q1 | $261K | Sell |
484
-17
| -3% | -$9.18K | 0.2% | 114 |
|
|
2023
Q4 | $278K | Sell |
501
-86
| -15% | -$47.7K | 0.24% | 102 |
|
|
2023
Q3 | $257K | Sell |
587
-7
| -1% | -$3.06K | 0.25% | 94 |
|
|
2023
Q2 | $294K | Sell |
594
-17
| -3% | -$8.41K | 0.28% | 85 |
|
|
2023
Q1 | $306K | Sell |
611
-38
| -6% | -$19K | 0.32% | 75 |
|
|
2022
Q4 | $265K | Buy |
+649
| New | +$265K | 0.3% | 89 |
|
|
2022
Q2 | – | Sell |
-412
| Closed | -$225K | – | 132 |
|
|
2022
Q1 | $225K | Buy |
412
+79
| +24% | +$43.1K | 0.22% | 120 |
|
|
2021
Q4 | $219K | Buy |
+333
| New | +$219K | 0.2% | 133 |
|