RBA
Richard Bernstein Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-23,529
| Closed | -$2.97M | – | 308 |
|
|
2018
Q4 | $2.97M | Sell |
23,529
-8,445
| -26% | -$1.07M | 0.11% | 190 |
|
|
2018
Q3 | $4.82M | Hold |
31,974
| – | – | 0.14% | 139 |
|
|
2018
Q2 | $4.36M | Buy |
31,974
+3,115
| +11% | +$425K | 0.14% | 144 |
|
|
2018
Q1 | $4.11M | Buy |
+28,859
| New | +$4.11M | 0.15% | 140 |
|