Lourd Capital’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,242
| Closed | -$283K | – | 201 |
|
|
2018
Q4 | $283K | Buy |
2,242
+22
| +1% | +$2.78K | 0.02% | 206 |
|
|
2018
Q3 | $334K | Buy |
+2,220
| New | +$334K | 0.02% | 194 |
|
|
2018
Q1 | – | Sell |
-2,259
| Closed | -$298K | – | 207 |
|
|
2017
Q4 | $298K | Buy |
+2,259
| New | +$298K | 0.02% | 240 |
|