TrustCore Financial Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $12.1K | Sell |
53
-55
| -51% | -$12.6K | ﹤0.01% | 689 |
|
|
2022
Q3 | $22K | Sell |
108
-51
| -32% | -$10.4K | ﹤0.01% | 593 |
|
|
2022
Q2 | $29K | Hold |
159
| – | – | ﹤0.01% | 550 |
|
|
2022
Q1 | $30K | Hold |
159
| – | – | ﹤0.01% | 563 |
|
|
2021
Q4 | $38K | Hold |
159
| – | – | ﹤0.01% | 491 |
|
|
2021
Q3 | $33K | Buy |
159
+16
| +11% | +$3.32K | ﹤0.01% | 545 |
|
|
2021
Q2 | $31K | Buy |
143
+90
| +170% | +$19.5K | ﹤0.01% | 539 |
|
|
2021
Q1 | $11K | Hold |
53
| – | – | ﹤0.01% | 668 |
|
|
2020
Q4 | $11K | Buy |
+53
| New | +$11K | ﹤0.01% | 646 |
|