Lake Street Private Wealth’s Ideanomics, Inc. Common Stock IDEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-160
| Closed | -$1.49K | – | 305 |
|
|
2023
Q2 | $1.49K | Hold |
160
| – | – | ﹤0.01% | 288 |
|
|
2023
Q1 | $2.16K | Hold |
160
| – | – | ﹤0.01% | 286 |
|
|
2022
Q4 | $3.28K | Hold |
160
| – | – | ﹤0.01% | 280 |
|
|
2022
Q3 | $6K | Hold |
160
| – | – | ﹤0.01% | 278 |
|
|
2022
Q2 | $13K | Hold |
160
| – | – | ﹤0.01% | 287 |
|
|
2022
Q1 | $22K | Hold |
160
| – | – | ﹤0.01% | 309 |
|
|
2021
Q4 | $24K | Hold |
160
| – | – | ﹤0.01% | 323 |
|
|
2021
Q3 | $39K | Hold |
160
| – | – | 0.01% | 225 |
|
|
2021
Q2 | $56K | Hold |
160
| – | – | 0.01% | 211 |
|
|
2021
Q1 | $58K | Hold |
160
| – | – | 0.02% | 202 |
|
|
2020
Q4 | $40K | Sell |
160
-206
| -56% | -$51.5K | 0.01% | 193 |
|
|
2020
Q3 | $42K | Hold |
366
| – | – | 0.01% | 159 |
|
|
2020
Q2 | $92K | Hold |
366
| – | – | 0.03% | 150 |
|
|
2020
Q1 | $61K | Hold |
366
| – | – | 0.03% | 139 |
|
|
2019
Q4 | $39K | Buy |
366
+152
| +71% | +$16.2K | 0.01% | 164 |
|
|
2019
Q3 | $40K | Hold |
214
| – | – | 0.02% | 150 |
|
|
2019
Q2 | $66K | Buy |
+214
| New | +$66K | 0.04% | 119 |
|