Sowell Financial Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,252
| Closed | -$283K | – | 1539 |
|
|
2021
Q1 | $283K | Buy |
1,252
+473
| +61% | +$107K | 0.01% | 870 |
|
|
2020
Q4 | $155K | Sell |
779
-14
| -2% | -$2.79K | 0.01% | 956 |
|
|
2020
Q3 | $145K | Hold |
793
| – | – | 0.01% | 842 |
|
|
2020
Q2 | $125K | Buy |
793
+765
| +2,732% | +$121K | 0.01% | 897 |
|
|
2020
Q1 | $4K | Sell |
28
-20
| -42% | -$2.86K | ﹤0.01% | 1897 |
|
|
2019
Q4 | $8K | Sell |
48
-14
| -23% | -$2.33K | ﹤0.01% | 1756 |
|
|
2019
Q3 | $10K | Buy |
+62
| New | +$10K | ﹤0.01% | 1527 |
|
|
2017
Q1 | – | Sell |
-40
| Closed | -$4K | – | 406 |
|
|
2016
Q4 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 550 |
|