Next Financial Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $448K | Buy |
1,897
+742
| +64% | +$175K | 0.03% | 595 |
|
|
2021
Q3 | $239K | Buy |
1,155
+27
| +2% | +$5.59K | 0.02% | 755 |
|
|
2021
Q2 | $249K | Sell |
1,128
-10
| -0.9% | -$2.21K | 0.02% | 749 |
|
|
2021
Q1 | $238K | Buy |
1,138
+50
| +5% | +$10.5K | 0.02% | 706 |
|
|
2020
Q4 | $217K | Sell |
1,088
-12
| -1% | -$2.39K | 0.02% | 689 |
|
|
2020
Q3 | $201K | Buy |
+1,100
| New | +$201K | 0.02% | 621 |
|
|
2020
Q2 | – | Sell |
-1,159
| Closed | -$160K | – | 1193 |
|
|
2020
Q1 | $160K | Sell |
1,159
-236
| -17% | -$32.6K | 0.02% | 614 |
|
|
2019
Q4 | $240K | Sell |
1,395
-48
| -3% | -$8.26K | 0.02% | 633 |
|
|
2019
Q3 | $237K | Sell |
1,443
-364
| -20% | -$59.8K | 0.03% | 597 |
|
|
2019
Q2 | $311K | Buy |
1,807
+147
| +9% | +$25.3K | 0.03% | 506 |
|
|
2019
Q1 | $252K | Buy |
1,660
+1,490
| +876% | +$226K | 0.06% | 307 |
|
|
2018
Q4 | $21K | Buy |
+170
| New | +$21K | ﹤0.01% | 1073 |
|
|
2016
Q1 | – | Sell |
-75
| Closed | -$5K | – | 1792 |
|
|
2015
Q4 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 1378 |
|