Oakbrook Investments’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,075
| Closed | -$701K | – | 291 |
|
|
2019
Q4 | $701K | Buy |
4,075
+800
| +24% | +$138K | 0.14% | 221 |
|
|
2019
Q3 | $537K | Sell |
3,275
-2,275
| -41% | -$373K | 0.03% | 371 |
|
|
2019
Q2 | $955K | Sell |
5,550
-2,350
| -30% | -$404K | 0.06% | 266 |
|
|
2019
Q1 | $1.2M | Buy |
7,900
+400
| +5% | +$60.7K | 0.07% | 216 |
|
|
2018
Q4 | $947K | Buy |
7,500
+4,425
| +144% | +$559K | 0.06% | 244 |
|
|
2018
Q3 | $463K | Buy |
+3,075
| New | +$463K | 0.03% | 459 |
|
|
2018
Q2 | – | Sell |
-4,390
| Closed | -$626K | – | 581 |
|
|
2018
Q1 | $626K | Sell |
4,390
-1,915
| -30% | -$273K | 0.04% | 305 |
|
|
2017
Q4 | $832K | Buy |
6,305
+580
| +10% | +$76.5K | 0.05% | 262 |
|
|
2017
Q3 | $695K | Buy |
5,725
+2,475
| +76% | +$300K | 0.04% | 282 |
|
|
2017
Q2 | $367K | Buy |
+3,250
| New | +$367K | 0.02% | 386 |
|
|
2015
Q1 | – | Sell |
-6,000
| Closed | -$467K | – | 573 |
|
|
2014
Q4 | $467K | Buy |
6,000
+400
| +7% | +$31.1K | 0.03% | 387 |
|
|
2014
Q3 | $405K | Sell |
5,600
-450
| -7% | -$32.5K | 0.02% | 382 |
|
|
2014
Q2 | $488K | Buy |
6,050
+1,900
| +46% | +$153K | 0.01% | 394 |
|
|
2014
Q1 | $302K | Buy |
4,150
+850
| +26% | +$61.9K | 0.01% | 480 |
|
|
2013
Q4 | $244K | Sell |
3,300
-1,350
| -29% | -$99.8K | 0.01% | 532 |
|
|
2013
Q3 | $303K | Buy |
+4,650
| New | +$303K | 0.01% | 489 |
|