Secor Capital Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,091
| Closed | -$314K | – | 463 |
|
|
2018
Q3 | $314K | Buy |
+2,091
| New | +$314K | 0.03% | 311 |
|
|
2016
Q4 | – | Sell |
-5,151
| Closed | -$482K | – | 462 |
|
|
2016
Q3 | $482K | Buy |
+5,151
| New | +$482K | 0.05% | 312 |
|
|
2016
Q1 | – | Sell |
-32,625
| Closed | -$2.5M | – | 614 |
|
|
2015
Q4 | $2.5M | Buy |
+32,625
| New | +$2.5M | 0.71% | 9 |
|
|
2015
Q2 | – | Sell |
-11,082
| Closed | -$840K | – | 485 |
|
|
2015
Q1 | $840K | Buy |
+11,082
| New | +$840K | 0.33% | 78 |
|