Mackay Shields LLC’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-11,008
| Closed | -$2.11M | – | 465 |
|
2022
Q1 | $2.11M | Sell |
11,008
-431
| -4% | -$82.7K | 0.02% | 553 |
|
2021
Q4 | $2.7M | Sell |
11,439
-240
| -2% | -$56.7K | 0.02% | 510 |
|
2021
Q3 | $2.42M | Sell |
11,679
-335
| -3% | -$69.3K | 0.02% | 506 |
|
2021
Q2 | $2.64M | Sell |
12,014
-671
| -5% | -$148K | 0.02% | 493 |
|
2021
Q1 | $2.66M | Sell |
12,685
-77
| -0.6% | -$16.1K | 0.02% | 653 |
|
2020
Q4 | $2.54M | Sell |
12,762
-71
| -0.6% | -$14.1K | 0.02% | 749 |
|
2020
Q3 | $2.34M | Buy |
12,833
+717
| +6% | +$131K | 0.02% | 721 |
|
2020
Q2 | $1.92M | Buy |
12,116
+416
| +4% | +$65.8K | 0.02% | 777 |
|
2020
Q1 | $1.62M | Sell |
11,700
-57
| -0.5% | -$7.87K | 0.01% | 761 |
|
2019
Q4 | $2.02M | Sell |
11,757
-827
| -7% | -$142K | 0.01% | 868 |
|
2019
Q3 | $2.06M | Buy |
+12,584
| New | +$2.06M | 0.01% | 888 |
|