Placemark Investments’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $6.64M | Buy |
85,317
+3,959
| +5% | +$308K | 0.12% | 221 |
|
|
2014
Q3 | $5.89M | Buy |
81,358
+366
| +0.5% | +$26.5K | 0.11% | 236 |
|
|
2014
Q2 | $6.54M | Buy |
80,992
+8,352
| +11% | +$674K | 0.12% | 216 |
|
|
2014
Q1 | $5.29M | Buy |
72,640
+7,292
| +11% | +$531K | 0.1% | 225 |
|
|
2013
Q4 | $4.83M | Buy |
65,348
+8,196
| +14% | +$605K | 0.08% | 294 |
|
|
2013
Q3 | $3.73M | Sell |
57,152
-2,648
| -4% | -$173K | 0.07% | 332 |
|
|
2013
Q2 | $3.22M | Buy |
+59,800
| New | +$3.22M | 0.07% | 343 |
|