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Sowell Financial Services’s IDEX IEX Stock Holding History

Sowell Financial Services’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,252
Closed -$283K – 1539
2021
Q1 		$283K Buy
1,252
+473
+61% +$93.8K 0.01% 870
2020
Q4 		$155K Sell
779
-14
-2% -$2.66K 0.01% 956
2020
Q3 		$145K Hold
793
– – 0.01% 842
2020
Q2 		$125K Buy
793
+765
+2,732% +$117K 0.01% 897
2020
Q1 		$4K Sell
28
-20
-42% -$3.14K ﹤0.01% 1897
2019
Q4 		$8K Sell
48
-14
-23% -$2.27K ﹤0.01% 1756
2019
Q3 		$10K Buy
+62
New +$10.3K ﹤0.01% 1527
2017
Q1 		– Sell
-40
Closed -$4K – 405
2016
Q4 		$4K Buy
+40
New +$3.62K ﹤0.01% 550

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