O'Shares Investment Advisers’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,188
| Closed | -$1.14M | – | 304 |
|
|
2021
Q2 | $1.14M | Buy |
5,188
+128
| +3% | +$28.2K | 0.08% | 198 |
|
|
2021
Q1 | $1.06M | Sell |
5,060
-16
| -0.3% | -$3.35K | 0.08% | 196 |
|
|
2020
Q4 | $1.01M | Buy |
5,076
+464
| +10% | +$92.4K | 0.08% | 181 |
|
|
2020
Q3 | $841K | Buy |
+4,612
| New | +$841K | 0.09% | 183 |
|
|
2019
Q3 | – | Sell |
-7,497
| Closed | -$1.29M | – | 364 |
|
|
2019
Q2 | $1.29M | Sell |
7,497
-23
| -0.3% | -$3.96K | 0.21% | 94 |
|
|
2019
Q1 | $1.14M | Sell |
7,520
-1,040
| -12% | -$158K | 0.19% | 101 |
|
|
2018
Q4 | $1.08M | Buy |
+8,560
| New | +$1.08M | 0.21% | 99 |
|