Sherbrooke Park Advisers’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,691
| Closed | -$2.15M | – | 1062 |
|
|
2024
Q2 | $2.15M | Buy |
+10,691
| New | +$2.15M | 0.38% | 22 |
|
|
2024
Q1 | – | Sell |
-1,392
| Closed | -$302K | – | 916 |
|
|
2023
Q4 | $302K | Sell |
1,392
-345
| -20% | -$74.9K | 0.14% | 254 |
|
|
2023
Q3 | $361K | Sell |
1,737
-163
| -9% | -$33.9K | 0.11% | 303 |
|
|
2023
Q2 | $409K | Buy |
+1,900
| New | +$409K | 0.21% | 211 |
|