SEI Trust Company’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,500
| Closed | -$202K | – | 1654 |
|
|
2014
Q2 | $202K | Hold |
2,500
| – | – | ﹤0.01% | 1292 |
|
|
2014
Q1 | $182K | Sell |
2,500
-1,500
| -38% | -$109K | ﹤0.01% | 1302 |
|
|
2013
Q4 | $295K | Buy |
+4,000
| New | +$295K | ﹤0.01% | 1271 |
|
|
2013
Q3 | – | Sell |
-10,500
| Closed | -$565K | – | 1563 |
|
|
2013
Q2 | $565K | Buy |
+10,500
| New | +$565K | 0.01% | 883 |
|