Private Capital Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-118
| Closed | -$24K | – | 2106 |
|
|
2020
Q4 | $24K | Buy |
118
+34
| +40% | +$6.92K | ﹤0.01% | 1099 |
|
|
2020
Q3 | $15K | Sell |
84
-26
| -24% | -$4.64K | ﹤0.01% | 1186 |
|
|
2020
Q2 | $17K | Buy |
110
+3
| +3% | +$464 | ﹤0.01% | 1164 |
|
|
2020
Q1 | $15K | Sell |
107
-51
| -32% | -$7.15K | ﹤0.01% | 1141 |
|
|
2019
Q4 | $27K | Sell |
158
-46
| -23% | -$7.86K | 0.01% | 987 |
|
|
2019
Q3 | $33K | Sell |
204
-38
| -16% | -$6.15K | 0.01% | 957 |
|
|
2019
Q2 | $33K | Buy |
242
+29
| +14% | +$3.96K | 0.01% | 850 |
|
|
2019
Q1 | $32K | Sell |
213
-27
| -11% | -$4.06K | 0.01% | 976 |
|
|
2018
Q4 | $30K | Sell |
240
-2
| -0.8% | -$250 | 0.01% | 908 |
|
|
2018
Q3 | $36K | Hold |
242
| – | – | 0.01% | 851 |
|
|
2018
Q2 | $33K | Sell |
242
-28
| -10% | -$3.82K | 0.01% | 882 |
|
|
2018
Q1 | $38K | Buy |
+270
| New | +$38K | 0.01% | 807 |
|