Ladenburg Thalmann Financial Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $623K | Sell |
3,621
-1,170
| -24% | -$201K | ﹤0.01% | 1630 |
|
|
2019
Q3 | $786K | Buy |
4,791
+828
| +21% | +$136K | 0.01% | 1409 |
|
|
2019
Q2 | $683K | Sell |
3,963
-149
| -4% | -$25.7K | ﹤0.01% | 1504 |
|
|
2019
Q1 | $626K | Sell |
4,112
-2,254
| -35% | -$343K | ﹤0.01% | 1515 |
|
|
2018
Q4 | $805K | Sell |
6,366
-390
| -6% | -$49.3K | 0.01% | 1188 |
|
|
2018
Q3 | $1.02M | Sell |
6,756
-471
| -7% | -$71K | 0.01% | 1108 |
|
|
2018
Q2 | $1.03M | Hold |
7,227
| – | – | 0.01% | 1053 |
|
|
2018
Q1 | $1.03M | Sell |
7,227
-171
| -2% | -$24.3K | 0.01% | 1053 |
|
|
2017
Q4 | $976K | Buy |
7,398
+69
| +0.9% | +$9.1K | 0.01% | 1090 |
|
|
2017
Q3 | $891K | Sell |
7,329
-1,898
| -21% | -$231K | 0.01% | 1065 |
|
|
2017
Q2 | $1.04M | Sell |
9,227
-440
| -5% | -$49.7K | 0.01% | 911 |
|
|
2017
Q1 | $904K | Sell |
9,667
-1,158
| -11% | -$108K | 0.01% | 954 |
|
|
2016
Q4 | $980K | Sell |
10,825
-1,246
| -10% | -$113K | 0.01% | 859 |
|
|
2016
Q3 | $1.13M | Sell |
12,071
-39
| -0.3% | -$3.64K | 0.02% | 730 |
|
|
2016
Q2 | $994K | Buy |
12,110
+620
| +5% | +$50.9K | 0.02% | 762 |
|
|
2016
Q1 | $952K | Buy |
11,490
+43
| +0.4% | +$3.56K | 0.02% | 727 |
|
|
2015
Q4 | $877K | Buy |
11,447
+295
| +3% | +$22.6K | 0.02% | 758 |
|
|
2015
Q3 | $795K | Buy |
11,152
+589
| +6% | +$42K | 0.02% | 741 |
|
|
2015
Q2 | $830K | Buy |
10,563
+163
| +2% | +$12.8K | 0.02% | 806 |
|
|
2015
Q1 | $789K | Sell |
10,400
-454
| -4% | -$34.4K | 0.02% | 802 |
|
|
2014
Q4 | $844K | Sell |
10,854
-2,477
| -19% | -$193K | 0.02% | 672 |
|
|
2014
Q3 | $965K | Sell |
13,331
-335
| -2% | -$24.3K | 0.03% | 520 |
|
|
2014
Q2 | $1.1M | Sell |
13,666
-123
| -0.9% | -$9.93K | 0.03% | 473 |
|
|
2014
Q1 | $1.01M | Buy |
13,789
+387
| +3% | +$28.2K | 0.03% | 457 |
|
|
2013
Q4 | $990K | Buy |
13,402
+498
| +4% | +$36.8K | 0.03% | 447 |
|
|
2013
Q3 | $843K | Buy |
12,904
+677
| +6% | +$44.2K | 0.03% | 474 |
|
|
2013
Q2 | $659K | Buy |
+12,227
| New | +$659K | 0.02% | 531 |
|