TrueWealth LLC’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $17K | Hold |
107
| – | – | 0.01% | 398 |
|
|
2020
Q1 | $15K | Hold |
107
| – | – | 0.01% | 402 |
|
|
2019
Q4 | $18K | Hold |
107
| – | – | 0.01% | 391 |
|
|
2019
Q3 | $18K | Hold |
107
| – | – | 0.01% | 385 |
|
|
2019
Q2 | $18K | Hold |
107
| – | – | 0.01% | 386 |
|
|
2019
Q1 | $16K | Hold |
107
| – | – | 0.01% | 392 |
|
|
2018
Q4 | $14K | Hold |
107
| – | – | 0.01% | 399 |
|
|
2018
Q3 | $16K | Hold |
107
| – | – | 0.01% | 412 |
|
|
2018
Q2 | $15K | Hold |
107
| – | – | 0.01% | 421 |
|
|
2018
Q1 | $15K | Sell |
107
-195
| -65% | -$27.3K | 0.01% | 393 |
|
|
2017
Q4 | $40K | Buy |
+302
| New | +$40K | 0.02% | 304 |
|