MSI Financial Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $55K | Buy |
612
+1
| +0.2% | +$90 | ﹤0.01% | 1811 |
|
|
2016
Q3 | $57K | Buy |
611
+2
| +0.3% | +$187 | ﹤0.01% | 1746 |
|
|
2016
Q2 | $50K | Buy |
609
+284
| +87% | +$23.3K | ﹤0.01% | 1814 |
|
|
2016
Q1 | $27K | Buy |
325
+236
| +265% | +$19.6K | ﹤0.01% | 2140 |
|
|
2015
Q4 | $7K | Buy |
89
+14
| +19% | +$1.1K | ﹤0.01% | 2910 |
|
|
2015
Q3 | $5K | Buy |
75
+39
| +108% | +$2.6K | ﹤0.01% | 2403 |
|
|
2015
Q2 | $3K | Buy |
36
+1
| +3% | +$83 | ﹤0.01% | 2644 |
|
|
2015
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 2609 |
|
|
2014
Q4 | $3K | Buy |
35
+30
| +600% | +$2.57K | ﹤0.01% | 2300 |
|
|
2014
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2683 |
|
|
2014
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 2602 |
|
|
2014
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 2566 |
|
|
2013
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2532 |
|
|
2013
Q3 | – | Sell |
-17
| Closed | -$1K | – | 2324 |
|
|
2013
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 2241 |
|