Piedmont Investment Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,787
| Closed | -$661K | – | 332 |
|
|
2020
Q1 | $661K | Buy |
4,787
+473
| +11% | +$65.3K | 0.03% | 380 |
|
|
2019
Q4 | $742K | Buy |
4,314
+319
| +8% | +$54.9K | 0.03% | 408 |
|
|
2019
Q3 | $655K | Sell |
3,995
-6,099
| -60% | -$1,000K | 0.03% | 423 |
|
|
2019
Q2 | $1.74M | Buy |
10,094
+2,804
| +38% | +$483K | 0.07% | 224 |
|
|
2019
Q1 | $1.11M | Buy |
7,290
+12
| +0.2% | +$1.82K | 0.04% | 275 |
|
|
2018
Q4 | $919K | Buy |
7,278
+2,033
| +39% | +$257K | 0.04% | 280 |
|
|
2018
Q3 | $790K | Sell |
5,245
-13,697
| -72% | -$2.06M | 0.03% | 359 |
|
|
2018
Q2 | $2.59M | Sell |
18,942
-943
| -5% | -$129K | 0.12% | 173 |
|
|
2018
Q1 | $2.83M | Buy |
19,885
+1,557
| +8% | +$222K | 0.08% | 229 |
|
|
2017
Q4 | $2.42M | Buy |
+18,328
| New | +$2.42M | 0.05% | 236 |
|
|
2015
Q2 | – | Sell |
-16
| Closed | -$1.21K | – | 426 |
|
|
2015
Q1 | $1.21K | Hold |
16
| – | – | ﹤0.01% | 302 |
|
|
2014
Q4 | $1.25K | Hold |
16
| – | – | ﹤0.01% | 301 |
|
|
2014
Q3 | $1.16K | Sell |
16
-24
| -60% | -$1.74K | ﹤0.01% | 295 |
|
|
2014
Q2 | $3.23K | Buy |
+40
| New | +$3.23K | ﹤0.01% | 241 |
|