Pathstone Family Office’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $517K | Buy |
2,484
+1,069
| +76% | +$222K | ﹤0.01% | 1019 |
|
|
2023
Q2 | $289K | Sell |
1,415
-246
| -15% | -$50.2K | ﹤0.01% | 974 |
|
|
2023
Q1 | $416K | Sell |
1,661
-5,745
| -78% | -$1.44M | 0.01% | 772 |
|
|
2022
Q4 | $1.23M | Buy |
7,406
+2,121
| +40% | +$351K | 0.01% | 695 |
|
|
2022
Q3 | $1.06M | Buy |
5,285
+3,969
| +302% | +$792K | 0.01% | 701 |
|
|
2022
Q2 | $239K | Buy |
1,316
+192
| +17% | +$34.9K | 0.01% | 880 |
|
|
2022
Q1 | $216K | Sell |
1,124
-105
| -9% | -$20.2K | 0.01% | 871 |
|
|
2021
Q4 | $291K | Buy |
1,229
+97
| +9% | +$23K | 0.01% | 721 |
|
|
2021
Q3 | $234K | Buy |
1,132
+70
| +7% | +$14.5K | 0.01% | 760 |
|
|
2021
Q2 | $234K | Buy |
+1,062
| New | +$234K | 0.01% | 720 |
|
|
2021
Q1 | – | Sell |
-25
| Closed | -$5K | – | 957 |
|
|
2020
Q4 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 937 |
|
|
2019
Q1 | – | Sell |
-6
| Closed | -$1K | – | 917 |
|
|
2018
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 503 |
|