TRUE Private Wealth Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,012
| Closed | -$209K | – | 273 |
|
|
2021
Q3 | $209K | Hold |
1,012
| – | – | 0.03% | 230 |
|
|
2021
Q2 | $222K | Sell |
1,012
-26
| -3% | -$5.7K | 0.03% | 212 |
|
|
2021
Q1 | $217K | Buy |
1,038
+26
| +3% | +$5.44K | 0.04% | 213 |
|
|
2020
Q4 | $201K | Hold |
1,012
| – | – | 0.03% | 198 |
|
|
2020
Q3 | $184K | Hold |
1,012
| – | – | 0.03% | 191 |
|
|
2020
Q2 | $159K | Hold |
1,012
| – | – | 0.03% | 192 |
|
|
2020
Q1 | $139K | Hold |
1,012
| – | – | 0.03% | 165 |
|
|
2019
Q4 | $174K | Buy |
+1,012
| New | +$174K | 0.03% | 234 |
|
|
2019
Q3 | – | Sell |
-1,025
| Closed | -$176K | – | 459 |
|
|
2019
Q2 | $176K | Buy |
+1,025
| New | +$176K | 0.03% | 208 |
|
|
2018
Q4 | – | Sell |
-1,129
| Closed | -$170K | – | 560 |
|
|
2018
Q3 | $170K | Buy |
+1,129
| New | +$170K | 0.02% | 282 |
|