One Wealth Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-267
| Closed | -$61K | – | 387 |
|
|
2022
Q4 | $61K | Buy |
+267
| New | +$61K | 0.01% | 372 |
|
|
2019
Q2 | – | Sell |
-62
| Closed | -$9K | – | 291 |
|
|
2019
Q1 | $9K | Buy |
+62
| New | +$9K | 0.01% | 324 |
|
|
2018
Q4 | – | Sell |
-202
| Closed | -$30K | – | 277 |
|
|
2018
Q3 | $30K | Hold |
202
| – | – | 0.02% | 291 |
|
|
2018
Q2 | $28K | Sell |
202
-3
| -1% | -$416 | 0.02% | 290 |
|
|
2018
Q1 | $29K | Sell |
205
-15
| -7% | -$2.12K | 0.03% | 280 |
|
|
2017
Q4 | $29K | Buy |
+220
| New | +$29K | 0.02% | 305 |
|