Lee Financial’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-80
| Closed | -$17.4K | – | 479 |
|
|
2023
Q4 | $17.4K | Sell |
80
-8
| -9% | -$1.74K | ﹤0.01% | 339 |
|
|
2023
Q3 | $18.3K | Buy |
88
+30
| +52% | +$6.24K | ﹤0.01% | 315 |
|
|
2023
Q2 | $12.5K | Buy |
+58
| New | +$12.5K | ﹤0.01% | 376 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$685 | – | 872 |
|
|
2022
Q4 | $685 | Hold |
3
| – | – | ﹤0.01% | 793 |
|
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 761 |
|
|
2022
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 794 |
|
|
2022
Q1 | – | Sell |
-10
| Closed | -$2K | – | 855 |
|
|
2021
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 748 |
|