Next Financial Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $448K | Buy |
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|
2021
Q3 | $239K | Buy |
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|
2021
Q2 | $249K | Sell |
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|
2021
Q1 | $238K | Buy |
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|
2020
Q4 | $217K | Sell |
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|
2020
Q3 | $201K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $160K | Sell |
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|
2019
Q4 | $240K | Sell |
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|
2019
Q3 | $237K | Sell |
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|
2019
Q2 | $311K | Buy |
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|
2019
Q1 | $252K | Buy |
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|
2018
Q4 | $21K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $5K | Buy |
|