Krilogy Financial’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-219
| Closed | -$27K | – | 801 |
|
|
2017
Q3 | $27K | Sell |
219
-57
| -21% | -$7.03K | 0.01% | 432 |
|
|
2017
Q2 | $31K | Sell |
276
-36
| -12% | -$4.04K | 0.01% | 381 |
|
|
2017
Q1 | $28K | Hold |
312
| – | – | 0.01% | 377 |
|
|
2016
Q4 | $28K | Hold |
312
| – | – | 0.01% | 377 |
|
|
2016
Q3 | $29K | Sell |
312
-52
| -14% | -$4.83K | 0.01% | 387 |
|
|
2016
Q2 | $30K | Hold |
364
| – | – | 0.01% | 383 |
|
|
2016
Q1 | $30K | Buy |
+364
| New | +$30K | 0.01% | 332 |
|