Schubert & Co’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-37
| Closed | -$8.55K | – | 734 |
|
|
2023
Q1 | $8.55K | Sell |
37
-3
| -8% | -$693 | 0.01% | 251 |
|
|
2022
Q4 | $9.13K | Buy |
40
+1
| +3% | +$228 | 0.01% | 243 |
|
|
2022
Q3 | $8K | Buy |
39
+11
| +39% | +$2.26K | 0.01% | 236 |
|
|
2022
Q2 | $5K | Buy |
28
+20
| +250% | +$3.57K | ﹤0.01% | 357 |
|
|
2022
Q1 | $2K | Buy |
8
+3
| +60% | +$750 | ﹤0.01% | 428 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 697 |
|