Rational Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1
| Closed | – | – | 396 |
|
|
2020
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 616 |
|
|
2020
Q1 | – | Sell |
-3,105
| Closed | -$534K | – | 334 |
|
|
2019
Q4 | $534K | Buy |
+3,105
| New | +$534K | 0.25% | 112 |
|
|
2013
Q4 | $145K | Sell |
1,967
-270
| -12% | -$19.9K | 0.01% | 532 |
|
|
2013
Q3 | $146K | Sell |
2,237
-73
| -3% | -$4.76K | 0.01% | 563 |
|
|
2013
Q2 | $124K | Buy |
+2,310
| New | +$124K | 0.01% | 585 |
|