Realta Investment Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14
| Closed | -$2K | – | 807 |
|
|
2019
Q4 | $2K | Sell |
14
-90
| -87% | -$12.9K | ﹤0.01% | 1477 |
|
|
2019
Q3 | $16K | Sell |
104
-623
| -86% | -$95.8K | ﹤0.01% | 984 |
|
|
2019
Q2 | $125K | Buy |
727
+694
| +2,103% | +$119K | 0.03% | 441 |
|
|
2019
Q1 | $5K | Buy |
+33
| New | +$5K | ﹤0.01% | 1073 |
|