Kore Private Wealth’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-618
| Closed | -$106K | – | 1130 |
|
|
2019
Q4 | $106K | Buy |
+618
| New | +$106K | 0.02% | 359 |
|
|
2019
Q2 | – | Sell |
-82
| Closed | -$12K | – | 496 |
|
|
2019
Q1 | $12K | Buy |
82
+41
| +100% | +$6K | ﹤0.01% | 596 |
|
|
2018
Q4 | $5K | Buy |
+41
| New | +$5K | ﹤0.01% | 675 |
|