San Francisco Sentry Investment Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-20
| Closed | -$3K | – | 759 |
|
|
2020
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 613 |
|
|
2019
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 688 |
|
|
2019
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 680 |
|
|
2019
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 682 |
|
|
2019
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 705 |
|
|
2018
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 699 |
|