Patriot Financial Group Insurance Agency’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-19
| Closed | -$3K | – | 1106 |
|
|
2022
Q2 | $3K | Hold |
19
| – | – | ﹤0.01% | 1639 |
|
|
2022
Q1 | $4K | Sell |
19
-2
| -10% | -$421 | ﹤0.01% | 1688 |
|
|
2021
Q4 | $5K | Hold |
21
| – | – | ﹤0.01% | 1707 |
|
|
2021
Q3 | $4K | Buy |
21
+2
| +11% | +$381 | ﹤0.01% | 1764 |
|
|
2021
Q2 | $4K | Hold |
19
| – | – | ﹤0.01% | 1708 |
|
|
2021
Q1 | $4K | Hold |
19
| – | – | ﹤0.01% | 1620 |
|
|
2020
Q4 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 1478 |
|