Sigma Planning Corp’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,363
| Closed | -$322K | – | 1407 |
|
|
2021
Q4 | $322K | Buy |
1,363
+3
| +0.2% | +$709 | 0.01% | 1035 |
|
|
2021
Q3 | $281K | Sell |
1,360
-667
| -33% | -$138K | 0.01% | 1081 |
|
|
2021
Q2 | $446K | Sell |
2,027
-19
| -0.9% | -$4.18K | 0.01% | 865 |
|
|
2021
Q1 | $428K | Sell |
2,046
-399
| -16% | -$83.5K | 0.01% | 816 |
|
|
2020
Q4 | $487K | Buy |
+2,445
| New | +$487K | 0.02% | 694 |
|
|
2018
Q4 | – | Sell |
-2,597
| Closed | -$391K | – | 885 |
|
|
2018
Q3 | $391K | Buy |
+2,597
| New | +$391K | 0.02% | 567 |
|