Thomas J. Herzfeld Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-22
| Closed | -$4K | – | 332 |
|
|
2022
Q1 | $4K | Hold |
22
| – | – | ﹤0.01% | 258 |
|
|
2021
Q4 | $5K | Hold |
22
| – | – | ﹤0.01% | 269 |
|
|
2021
Q3 | $5K | Hold |
22
| – | – | ﹤0.01% | 255 |
|
|
2021
Q2 | $5K | Buy |
22
+4
| +22% | +$909 | ﹤0.01% | 264 |
|
|
2021
Q1 | $4K | Hold |
18
| – | – | ﹤0.01% | 270 |
|
|
2020
Q4 | $4K | Hold |
18
| – | – | ﹤0.01% | 248 |
|
|
2020
Q3 | $3K | Buy |
18
+1
| +6% | +$167 | ﹤0.01% | 214 |
|
|
2020
Q2 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 252 |
|