Magnus Financial Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,511
| Closed | -$239K | – | 460 |
|
|
2020
Q2 | $239K | Sell |
1,511
-48
| -3% | -$7.59K | 0.03% | 481 |
|
|
2020
Q1 | $215K | Sell |
1,559
-31
| -2% | -$4.28K | 0.03% | 428 |
|
|
2019
Q4 | $273K | Sell |
1,590
-18
| -1% | -$3.09K | 0.04% | 342 |
|
|
2019
Q3 | $264K | Sell |
1,608
-70
| -4% | -$11.5K | 0.05% | 315 |
|
|
2019
Q2 | $289K | Buy |
1,678
+19
| +1% | +$3.27K | 0.06% | 273 |
|
|
2019
Q1 | $252K | Hold |
1,659
| – | – | 0.05% | 324 |
|
|
2018
Q4 | $209K | Buy |
+1,659
| New | +$209K | 0.06% | 341 |
|