Simplicity Solutions’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $270K | Sell |
1,243
-59
| -5% | -$12.8K | 0.01% | 869 |
|
|
2023
Q3 | $271K | Sell |
1,302
-135
| -9% | -$28.1K | 0.01% | 806 |
|
|
2023
Q2 | $309K | Sell |
1,437
-114
| -7% | -$24.5K | 0.01% | 816 |
|
|
2023
Q1 | $358K | Buy |
1,551
+502
| +48% | +$116K | 0.01% | 786 |
|
|
2022
Q4 | $240K | Buy |
+1,049
| New | +$240K | 0.03% | 561 |
|