Perennial Investment Advisors’s Ideanomics, Inc. Common Stock IDEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-416
| Closed | -$3.87K | – | 341 |
|
|
2023
Q2 | $3.87K | Hold |
416
| – | – | ﹤0.01% | 329 |
|
|
2023
Q1 | $5.62K | Hold |
416
| – | – | ﹤0.01% | 332 |
|
|
2022
Q4 | $8.53K | Buy |
416
+96
| +30% | +$1.97K | ﹤0.01% | 220 |
|
|
2022
Q3 | $11K | Hold |
320
| – | – | 0.01% | 202 |
|
|
2022
Q2 | $27K | Buy |
320
+80
| +33% | +$6.75K | 0.01% | 198 |
|
|
2022
Q1 | $34K | Hold |
240
| – | – | 0.01% | 216 |
|
|
2021
Q4 | $36K | Hold |
240
| – | – | 0.01% | 222 |
|
|
2021
Q3 | $59K | Hold |
240
| – | – | 0.02% | 217 |
|
|
2021
Q2 | $85K | Hold |
240
| – | – | 0.03% | 212 |
|
|
2021
Q1 | $88K | Hold |
240
| – | – | 0.03% | 199 |
|
|
2020
Q4 | $60K | Hold |
240
| – | – | 0.03% | 175 |
|
|
2020
Q3 | $27K | Buy |
+240
| New | +$27K | 0.01% | 152 |
|