SeaCrest Wealth Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-268
| Closed | -$49K | – | 1024 |
|
|
2022
Q2 | $49K | Buy |
+268
| New | +$49K | 0.01% | 1121 |
|
|
2019
Q2 | – | Sell |
-259
| Closed | -$39K | – | 1125 |
|
|
2019
Q1 | $39K | Hold |
259
| – | – | 0.01% | 1023 |
|
|
2018
Q4 | $33K | Buy |
259
+26
| +11% | +$3.31K | 0.01% | 1041 |
|
|
2018
Q3 | $35K | Sell |
233
-4
| -2% | -$601 | 0.01% | 1148 |
|
|
2018
Q2 | $32K | Sell |
237
-17
| -7% | -$2.3K | 0.01% | 1162 |
|
|
2018
Q1 | $36K | Buy |
254
+87
| +52% | +$12.3K | 0.01% | 1088 |
|
|
2017
Q4 | $22K | Buy |
+167
| New | +$22K | ﹤0.01% | 1304 |
|