Shine Investment Advisory Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $24K | Sell |
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|
2020
Q1 | $28K | Hold |
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|
2019
Q4 | $35K | Buy |
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|
2019
Q3 | $30K | Hold |
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|
2019
Q2 | $32K | Buy |
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|
2019
Q1 | $25K | Buy |
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|
2018
Q4 | $19K | Buy |
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|
2018
Q3 | $14K | Hold |
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|
2018
Q2 | $13K | Sell |
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|
2018
Q1 | $20K | Buy |
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|
2017
Q4 | $15K | Hold |
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|
2017
Q3 | $14K | Hold |
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|
2017
Q2 | $13K | Buy |
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