Stephens Inc’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,620
| Closed | -$214K | – | 702 |
|
|
2017
Q4 | $214K | Sell |
1,620
-149
| -8% | -$19.7K | 0.01% | 635 |
|
|
2017
Q3 | $215K | Buy |
+1,769
| New | +$215K | 0.01% | 651 |
|
|
2016
Q4 | – | Sell |
-2,396
| Closed | -$224K | – | 809 |
|
|
2016
Q3 | $224K | Sell |
2,396
-179
| -7% | -$16.7K | 0.01% | 678 |
|
|
2016
Q2 | $211K | Hold |
2,575
| – | – | 0.01% | 669 |
|
|
2016
Q1 | $213K | Buy |
+2,575
| New | +$213K | 0.01% | 645 |
|
|
2015
Q3 | – | Sell |
-2,806
| Closed | -$220K | – | 772 |
|
|
2015
Q2 | $220K | Sell |
2,806
-14
| -0.5% | -$1.1K | 0.01% | 690 |
|
|
2015
Q1 | $214K | Buy |
2,820
+14
| +0.5% | +$1.06K | 0.01% | 700 |
|
|
2014
Q4 | $218K | Sell |
2,806
-15
| -0.5% | -$1.17K | 0.01% | 693 |
|
|
2014
Q3 | $204K | Sell |
2,821
-16
| -0.6% | -$1.16K | 0.01% | 712 |
|
|
2014
Q2 | $229K | Buy |
+2,837
| New | +$229K | 0.01% | 720 |
|