Mount Yale Investment Advisors’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 |
-3,683
| Closed | -$766K | – | 519 |
|
|
2023
Q3 | $766K | Sell |
3,683
-10
| -0.3% | -$2.08K | 0.08% | 229 |
|
|
2023
Q2 | $795K | Sell |
3,693
-149
| -4% | -$32.1K | 0.08% | 234 |
|
|
2023
Q1 | $888K | Sell |
3,842
-235
| -6% | -$54.3K | 0.1% | 204 |
|
|
2022
Q4 | $931K | Sell |
4,077
-93
| -2% | -$21.2K | 0.11% | 197 |
|
|
2022
Q3 | $833K | Sell |
4,170
-52
| -1% | -$10.4K | 0.11% | 195 |
|
|
2022
Q2 | $767K | Sell |
4,222
-110
| -3% | -$20K | 0.1% | 209 |
|
|
2022
Q1 | $831K | Buy |
4,332
+164
| +4% | +$31.5K | 0.09% | 224 |
|
|
2021
Q4 | $985K | Buy |
4,168
+15
| +0.4% | +$3.55K | 0.1% | 203 |
|
|
2021
Q3 | $859K | Sell |
4,153
-67
| -2% | -$13.9K | 0.1% | 213 |
|
|
2021
Q2 | $929K | Buy |
4,220
+24
| +0.6% | +$5.28K | 0.11% | 187 |
|
|
2021
Q1 | $878K | Buy |
4,196
+177
| +4% | +$37K | 0.11% | 185 |
|
|
2020
Q4 | $801K | Buy |
4,019
+42
| +1% | +$8.37K | 0.11% | 192 |
|
|
2020
Q3 | $725K | Sell |
3,977
-40
| -1% | -$7.29K | 0.1% | 192 |
|
|
2020
Q2 | $635K | Buy |
4,017
+615
| +18% | +$97.2K | 0.11% | 192 |
|
|
2020
Q1 | $470K | Buy |
3,402
+447
| +15% | +$61.8K | 0.11% | 180 |
|
|
2019
Q4 | $484K | Sell |
2,955
-48
| -2% | -$7.86K | 0.08% | 202 |
|
|
2019
Q3 | $485K | Sell |
3,003
-69
| -2% | -$11.1K | 0.09% | 197 |
|
|
2019
Q2 | $486K | Sell |
3,072
-8
| -0.3% | -$1.27K | 0.09% | 193 |
|
|
2019
Q1 | $467K | Buy |
+3,080
| New | +$467K | 0.09% | 188 |
|