Snowden Capital Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,389
| Closed | -$252K | – | 1143 |
|
|
2022
Q2 | $252K | Sell |
1,389
-289
| -17% | -$52.4K | 0.01% | 939 |
|
|
2022
Q1 | $321K | Sell |
1,678
-33
| -2% | -$6.31K | 0.01% | 796 |
|
|
2021
Q4 | $404K | Buy |
1,711
+202
| +13% | +$47.7K | 0.02% | 498 |
|
|
2021
Q3 | $312K | Sell |
1,509
-201
| -12% | -$41.6K | 0.02% | 681 |
|
|
2021
Q2 | $376K | Buy |
1,710
+19
| +1% | +$4.18K | 0.02% | 619 |
|
|
2021
Q1 | $354K | Buy |
1,691
+264
| +19% | +$55.3K | 0.02% | 578 |
|
|
2020
Q4 | $284K | Sell |
1,427
-205
| -13% | -$40.8K | 0.02% | 538 |
|
|
2020
Q3 | $298K | Sell |
1,632
-2,510
| -61% | -$458K | 0.02% | 466 |
|
|
2020
Q2 | $655K | Sell |
4,142
-2,375
| -36% | -$375K | 0.06% | 320 |
|
|
2020
Q1 | $900K | Sell |
6,517
-2,367
| -27% | -$327K | 0.1% | 254 |
|
|
2019
Q4 | $1.53M | Buy |
8,884
+288
| +3% | +$49.5K | 0.14% | 218 |
|
|
2019
Q3 | $1.41M | Buy |
8,596
+405
| +5% | +$66.4K | 0.14% | 211 |
|
|
2019
Q2 | $1.41M | Buy |
8,191
+196
| +2% | +$33.7K | 0.14% | 205 |
|
|
2019
Q1 | $1.21M | Buy |
7,995
+852
| +12% | +$129K | 0.13% | 223 |
|
|
2018
Q4 | $902K | Sell |
7,143
-303
| -4% | -$38.3K | 0.12% | 236 |
|
|
2018
Q3 | $1.12M | Buy |
7,446
+1,134
| +18% | +$171K | 0.13% | 225 |
|
|
2018
Q2 | $861K | Buy |
6,312
+716
| +13% | +$97.7K | 0.11% | 242 |
|
|
2018
Q1 | $797K | Buy |
5,596
+750
| +15% | +$107K | 0.12% | 220 |
|
|
2017
Q4 | $640K | Buy |
4,846
+521
| +12% | +$68.8K | 0.09% | 254 |
|
|
2017
Q3 | $525K | Buy |
4,325
+257
| +6% | +$31.2K | 0.08% | 257 |
|
|
2017
Q2 | $460K | Buy |
4,068
+358
| +10% | +$40.5K | 0.09% | 244 |
|
|
2017
Q1 | $347K | Buy |
+3,710
| New | +$347K | 0.08% | 257 |
|