Madden Securities’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-400
| Closed | -$91.3K | – | 203 |
|
2022
Q4 | $91.3K | Buy |
+400
| New | +$91.3K | 0.05% | 144 |
|
2021
Q3 | – | Sell |
-2,675
| Closed | -$589K | – | 126 |
|
2021
Q2 | $589K | Hold |
2,675
| – | – | 0.31% | 82 |
|
2021
Q1 | $560K | Buy |
2,675
+700
| +35% | +$147K | 0.33% | 81 |
|
2020
Q4 | $393K | Buy |
1,975
+150
| +8% | +$29.8K | 0.25% | 93 |
|
2020
Q3 | $333K | Buy |
+1,825
| New | +$333K | 0.25% | 89 |
|