Ronald Blue & Co’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,836
| Closed | -$229K | – | 345 |
|
|
2014
Q2 | $229K | Sell |
2,836
-284
| -9% | -$22.9K | 0.01% | 289 |
|
|
2014
Q1 | $227K | Sell |
3,120
-353
| -10% | -$25.7K | 0.02% | 276 |
|
|
2013
Q4 | $256K | Sell |
3,473
-374
| -10% | -$27.6K | 0.02% | 242 |
|
|
2013
Q3 | $251K | Sell |
3,847
-217
| -5% | -$14.2K | 0.02% | 217 |
|
|
2013
Q2 | $219K | Buy |
+4,064
| New | +$219K | 0.02% | 124 |
|