Pinkerton Retirement Specialists’s IDEX IEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-2,798
Closed -$252K 304
2016
Q4
$252K Buy
2,798
+862
+45% +$77.6K 0.12% 76
2016
Q3
$181K Sell
1,936
-119
-6% -$11.1K 0.08% 106
2016
Q2
$169K Buy
+2,055
New +$169K 0.09% 96