Marshall Financial Group (Maryland)’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,359
| Closed | -$1.06M | – | 179 |
|
|
2024
Q1 | $1.06M | Buy |
4,359
+369
| +9% | +$90.1K | 0.31% | 90 |
|
|
2023
Q4 | $866K | Buy |
3,990
+154
| +4% | +$33.4K | 0.28% | 101 |
|
|
2023
Q3 | $798K | Sell |
3,836
-36
| -0.9% | -$7.49K | 0.29% | 88 |
|
|
2023
Q2 | $833K | Buy |
3,872
+40
| +1% | +$8.61K | 0.28% | 89 |
|
|
2023
Q1 | $885K | Sell |
3,832
-1,070
| -22% | -$247K | 0.32% | 78 |
|
|
2022
Q4 | $1.12M | Buy |
4,902
+133
| +3% | +$30.4K | 0.43% | 72 |
|
|
2022
Q3 | $953K | Sell |
4,769
-26
| -0.5% | -$5.2K | 0.4% | 70 |
|
|
2022
Q2 | $871K | Buy |
4,795
+466
| +11% | +$84.6K | 0.35% | 89 |
|
|
2022
Q1 | $830K | Buy |
4,329
+13
| +0.3% | +$2.49K | 0.34% | 103 |
|
|
2021
Q4 | $1.02M | Buy |
4,316
+792
| +22% | +$187K | 0.38% | 95 |
|
|
2021
Q3 | $729K | Buy |
3,524
+331
| +10% | +$68.5K | 0.38% | 96 |
|
|
2021
Q2 | $703K | Buy |
+3,193
| New | +$703K | 0.38% | 89 |
|