Shine Investment Advisory Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $28K | Hold |
155
| – | – | 0.01% | 400 |
|
|
2020
Q2 | $24K | Sell |
155
-49
| -24% | -$7.59K | 0.01% | 434 |
|
|
2020
Q1 | $28K | Hold |
204
| – | – | 0.01% | 370 |
|
|
2019
Q4 | $35K | Buy |
204
+19
| +10% | +$3.26K | 0.01% | 401 |
|
|
2019
Q3 | $30K | Hold |
185
| – | – | 0.01% | 401 |
|
|
2019
Q2 | $32K | Buy |
185
+17
| +10% | +$2.94K | 0.01% | 393 |
|
|
2019
Q1 | $25K | Buy |
168
+18
| +12% | +$2.68K | 0.01% | 437 |
|
|
2018
Q4 | $19K | Buy |
150
+55
| +58% | +$6.97K | 0.01% | 445 |
|
|
2018
Q3 | $14K | Hold |
95
| – | – | 0.01% | 488 |
|
|
2018
Q2 | $13K | Sell |
95
-48
| -34% | -$6.57K | 0.01% | 492 |
|
|
2018
Q1 | $20K | Buy |
143
+31
| +28% | +$4.34K | 0.01% | 456 |
|
|
2017
Q4 | $15K | Hold |
112
| – | – | 0.01% | 487 |
|
|
2017
Q3 | $14K | Hold |
112
| – | – | 0.01% | 498 |
|
|
2017
Q2 | $13K | Buy |
+112
| New | +$13K | 0.01% | 486 |
|