TA
Tiedemann Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,380
| Closed | -$210K | – | 354 |
|
|
2019
Q1 | $210K | Buy |
+1,380
| New | +$210K | 0.01% | 419 |
|
|
2017
Q4 | – | Sell |
-5,404
| Closed | -$506K | – | 278 |
|
|
2017
Q3 | $506K | Sell |
5,404
-672
| -11% | -$62.9K | 0.05% | 213 |
|
|
2017
Q2 | $687K | Sell |
6,076
-676
| -10% | -$76.4K | 0.05% | 275 |
|
|
2017
Q1 | $631K | Buy |
6,752
+1,124
| +20% | +$105K | 0.05% | 239 |
|
|
2016
Q4 | $507K | Buy |
+5,628
| New | +$507K | 0.05% | 209 |
|