OFI Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $365K | Buy |
5,114
+202
| +4% | +$14.4K | 0.02% | 889 |
|
|
2015
Q2 | $386K | Sell |
4,912
-112
| -2% | -$8.8K | 0.02% | 905 |
|
|
2015
Q1 | $381K | Buy |
5,024
+595
| +13% | +$45.1K | 0.02% | 906 |
|
|
2014
Q4 | $345K | Sell |
4,429
-341
| -7% | -$26.6K | 0.02% | 925 |
|
|
2014
Q3 | $345K | Buy |
4,770
+461
| +11% | +$33.3K | 0.02% | 855 |
|
|
2014
Q2 | $348K | Buy |
4,309
+210
| +5% | +$17K | 0.03% | 863 |
|
|
2014
Q1 | $299K | Buy |
4,099
+392
| +11% | +$28.6K | 0.02% | 899 |
|
|
2013
Q4 | $274K | Buy |
3,707
+227
| +7% | +$16.8K | 0.02% | 916 |
|
|
2013
Q3 | $227K | Sell |
3,480
-482
| -12% | -$31.4K | 0.02% | 899 |
|
|
2013
Q2 | $213K | Buy |
+3,962
| New | +$213K | 0.02% | 843 |
|