Steward Financial Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12K | Buy |
+62
| New | +$12K | ﹤0.01% | 331 |
|
|
2023
Q2 | – | Sell |
-33
| Closed | -$7K | – | 718 |
|
|
2023
Q1 | $7K | Buy |
33
+19
| +136% | +$4.03K | ﹤0.01% | 246 |
|
|
2022
Q4 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 267 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | -$1K | – | 662 |
|
|
2022
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 765 |
|