Mirabella Financial Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,975
| Closed | -$1.2M | – | 310 |
|
|
2024
Q2 | $1.2M | Buy |
5,975
+4,860
| +436% | +$978K | 0.09% | 127 |
|
|
2024
Q1 | $273K | Buy |
+1,115
| New | +$273K | 0.02% | 401 |
|
|
2023
Q3 | – | Sell |
-3,412
| Closed | -$734K | – | 493 |
|
|
2023
Q2 | $734K | Buy |
+3,412
| New | +$734K | 0.08% | 248 |
|
|
2023
Q1 | – | Sell |
-1,121
| Closed | -$256K | – | 487 |
|
|
2022
Q4 | $256K | Buy |
+1,121
| New | +$256K | 0.02% | 276 |
|
|
2021
Q3 | – | Sell |
-2,099
| Closed | -$462K | – | 483 |
|
|
2021
Q2 | $462K | Buy |
+2,099
| New | +$462K | 0.08% | 169 |
|
|
2020
Q3 | – | Sell |
-1,972
| Closed | -$312K | – | 391 |
|
|
2020
Q2 | $312K | Buy |
+1,972
| New | +$312K | 0.08% | 116 |
|