Montrusco Bolton Investments’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 |
-33,748
| Closed | -$5.39M | – | 60 |
|
|
2020
Q2 | $5.39M | Sell |
33,748
-67,739
| -67% | -$10.8M | 0.31% | 55 |
|
|
2020
Q1 | $13.3M | Sell |
101,487
-20,432
| -17% | -$2.68M | 1.05% | 31 |
|
|
2019
Q4 | $20.2M | Sell |
121,919
-5,351
| -4% | -$887K | 1.16% | 36 |
|
|
2019
Q3 | $19.2M | Buy |
127,270
+64,620
| +103% | +$9.73M | 1.13% | 31 |
|
|
2019
Q2 | $10.4M | Buy |
+62,650
| New | +$10.4M | 0.68% | 43 |
|