SFO
Standard Family Office’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-279
| Closed | -$56K | – | 209 |
|
|
2022
Q3 | $56K | Hold |
279
| – | – | 0.02% | 117 |
|
|
2022
Q2 | $51K | Buy |
279
+110
| +65% | +$20.1K | 0.51% | 56 |
|
|
2022
Q1 | $32K | Sell |
169
-202
| -54% | -$38.2K | 0.01% | 66 |
|
|
2021
Q4 | $88K | Buy |
+371
| New | +$88K | 0.78% | 40 |
|
|
2021
Q3 | – | Sell |
-520
| Closed | -$114K | – | 288 |
|
|
2021
Q2 | $114K | Hold |
520
| – | – | 0.02% | 202 |
|
|
2021
Q1 | $109K | Sell |
520
-8
| -2% | -$1.68K | 0.03% | 188 |
|
|
2020
Q4 | $105K | Buy |
+528
| New | +$105K | 0.03% | 197 |
|