Pinnacle Wealth Planning Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-888
| Closed | -$205K | – | 486 |
|
|
2023
Q1 | $205K | Sell |
888
-11
| -1% | -$2.54K | 0.03% | 396 |
|
|
2022
Q4 | $205K | Buy |
+899
| New | +$205K | 0.04% | 372 |
|
|
2022
Q1 | – | Sell |
-903
| Closed | -$213K | – | 451 |
|
|
2021
Q4 | $213K | Buy |
+903
| New | +$213K | 0.04% | 348 |
|
|
2021
Q1 | – | Sell |
-400
| Closed | -$80K | – | 1095 |
|
|
2020
Q4 | $80K | Buy |
+400
| New | +$80K | 0.02% | 568 |
|