Proficio Capital Partners’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-501
| Closed | -$86K | – | 791 |
|
|
2019
Q2 | $86K | Buy |
501
+12
| +2% | +$2.06K | 0.03% | 236 |
|
|
2019
Q1 | $74K | Sell |
489
-1
| -0.2% | -$151 | 0.03% | 255 |
|
|
2018
Q4 | $62K | Sell |
490
-31
| -6% | -$3.92K | 0.03% | 240 |
|
|
2018
Q3 | $78K | Hold |
521
| – | – | 0.03% | 248 |
|
|
2018
Q2 | $71K | Buy |
521
+7
| +1% | +$954 | 0.03% | 265 |
|
|
2018
Q1 | $73K | Buy |
514
+24
| +5% | +$3.41K | 0.02% | 261 |
|
|
2017
Q4 | $65K | Hold |
490
| – | – | 0.02% | 289 |
|
|
2017
Q3 | $60K | Hold |
490
| – | – | 0.02% | 339 |
|
|
2017
Q2 | $57K | Buy |
490
+31
| +7% | +$3.61K | 0.02% | 355 |
|
|
2017
Q1 | $50K | Buy |
459
+262
| +133% | +$28.5K | 0.02% | 381 |
|
|
2016
Q4 | $18K | Sell |
197
-15
| -7% | -$1.37K | 0.01% | 476 |
|
|
2016
Q3 | $20K | Hold |
212
| – | – | 0.01% | 424 |
|
|
2016
Q2 | $19K | Buy |
212
+8
| +4% | +$717 | 0.01% | 433 |
|
|
2016
Q1 | $17K | Buy |
+204
| New | +$17K | 0.01% | 344 |
|