Sonen Capital’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $603K | Buy |
2,776
+319
| +13% | +$69.3K | 1.14% | 30 |
|
|
2023
Q3 | $511K | Buy |
2,457
+716
| +41% | +$149K | 1% | 36 |
|
|
2023
Q2 | $375K | Buy |
+1,741
| New | +$375K | 0.62% | 54 |
|
|
2022
Q2 | – | Sell |
-1,350
| Closed | -$259K | – | 109 |
|
|
2022
Q1 | $259K | Sell |
1,350
-268
| -17% | -$51.4K | 0.31% | 87 |
|
|
2021
Q4 | $382K | Buy |
+1,618
| New | +$382K | 0.37% | 83 |
|