Squar Milner Financial Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-659
| Closed | -$91K | – | 451 |
|
|
2020
Q1 | $91K | Buy |
659
+133
| +25% | +$18.4K | 0.05% | 281 |
|
|
2019
Q4 | $90K | Buy |
+526
| New | +$90K | 0.04% | 351 |
|
|
2019
Q3 | – | Sell |
-34
| Closed | -$6K | – | 444 |
|
|
2019
Q2 | $6K | Sell |
34
-33
| -49% | -$5.82K | ﹤0.01% | 570 |
|
|
2019
Q1 | $10K | Buy |
+67
| New | +$10K | 0.01% | 518 |
|