OAM
Optimal Asset Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.26M | Hold |
123,841
| – | – | 0.16% | 205 |
|
|
2021
Q2 | $820K | Hold |
123,841
| – | – | 0.1% | 271 |
|
|
2021
Q1 | $752K | Buy |
123,841
+400
| +0.3% | +$2.43K | 0.1% | 265 |
|
|
2020
Q4 | $482K | Sell |
123,441
-119,601
| -49% | -$467K | 0.07% | 344 |
|
|
2020
Q3 | $776K | Buy |
+243,042
| New | +$776K | 0.11% | 267 |
|