MGO One Seven’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,328
| Closed | -$484K | – | 914 |
|
|
2023
Q3 | $484K | Sell |
2,328
-35
| -1% | -$7.28K | 0.04% | 447 |
|
|
2023
Q2 | $509K | Sell |
2,363
-173
| -7% | -$37.2K | 0.05% | 413 |
|
|
2023
Q1 | $586K | Buy |
2,536
+39
| +2% | +$9.01K | 0.04% | 429 |
|
|
2022
Q4 | $570K | Buy |
2,497
+61
| +3% | +$13.9K | 0.06% | 353 |
|
|
2022
Q3 | $486 | Sell |
2,436
-507
| -17% | -$101 | 0.02% | 392 |
|
|
2022
Q2 | $535K | Buy |
2,943
+261
| +10% | +$47.4K | 0.07% | 299 |
|
|
2022
Q1 | $514K | Sell |
2,682
-192
| -7% | -$36.8K | 0.06% | 360 |
|
|
2021
Q4 | $679K | Buy |
2,874
+13
| +0.5% | +$3.07K | 0.07% | 299 |
|
|
2021
Q3 | $637K | Sell |
2,861
-105
| -4% | -$23.4K | 0.08% | 285 |
|
|
2021
Q2 | $653K | Sell |
2,966
-53
| -2% | -$11.7K | 0.09% | 270 |
|
|
2021
Q1 | $631K | Sell |
3,019
-14
| -0.5% | -$2.93K | 0.11% | 239 |
|
|
2020
Q4 | $604K | Sell |
3,033
-87
| -3% | -$17.3K | 0.12% | 220 |
|
|
2020
Q3 | $569K | Sell |
3,120
-50
| -2% | -$9.12K | 0.14% | 201 |
|
|
2020
Q2 | $501K | Sell |
3,170
-224
| -7% | -$35.4K | 0.13% | 214 |
|
|
2020
Q1 | $468K | Sell |
3,394
-238
| -7% | -$32.8K | 0.16% | 184 |
|
|
2019
Q4 | $624K | Sell |
3,632
-99
| -3% | -$17K | 0.16% | 168 |
|
|
2019
Q3 | $611K | Buy |
3,731
+111
| +3% | +$18.2K | 0.18% | 155 |
|
|
2019
Q2 | $623K | Buy |
+3,620
| New | +$623K | 0.2% | 145 |
|
|
2019
Q1 | – | Sell |
-75
| Closed | -$9K | – | 977 |
|
|
2018
Q4 | $9K | Buy |
+75
| New | +$9K | ﹤0.01% | 1170 |
|
|
2018
Q1 | $11K | Hold |
75
| – | – | 0.01% | 1074 |
|
|
2017
Q4 | $10K | Buy |
+75
| New | +$10K | ﹤0.01% | 1087 |
|