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SeaCrest Wealth Management’s IDEX IEX Stock Holding History

SeaCrest Wealth Management’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-268
Closed -$49K – 1024
2022
Q2 		$49K Buy
+268
New +$50.5K 0.01% 1121
2019
Q2 		– Sell
-259
Closed -$39K – 1123
2019
Q1 		$39K Hold
259
– – 0.01% 1023
2018
Q4 		$33K Buy
259
+26
+11% +$3.48K 0.01% 1041
2018
Q3 		$35K Sell
233
-4
-2% -$596 0.01% 1148
2018
Q2 		$32K Sell
237
-17
-7% -$2.38K 0.01% 1162
2018
Q1 		$36K Buy
254
+87
+52% +$12.1K 0.01% 1088
2017
Q4 		$22K Buy
+167
New +$21.5K ﹤0.01% 1304

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PAMS
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