LPL Financial’s IRIDEX IRIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20,033
| Closed | -$50K | – | 4092 |
|
|
2020
Q4 | $50K | Sell |
20,033
-5,000
| -20% | -$12.5K | ﹤0.01% | 3712 |
|
|
2020
Q3 | $49K | Hold |
25,033
| – | – | ﹤0.01% | 3419 |
|
|
2020
Q2 | $53K | Hold |
25,033
| – | – | ﹤0.01% | 3318 |
|
|
2020
Q1 | $40K | Hold |
25,033
| – | – | ﹤0.01% | 3094 |
|
|
2019
Q4 | $56K | Hold |
25,033
| – | – | ﹤0.01% | 3247 |
|
|
2019
Q3 | $46K | Buy |
25,033
+7,000
| +39% | +$12.9K | ﹤0.01% | 3203 |
|
|
2019
Q2 | $82K | Buy |
+18,033
| New | +$82K | ﹤0.01% | 3150 |
|