Tyers Asset Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $795K | Sell |
4,848
-2,016
| -29% | -$331K | 0.03% | 374 |
|
|
2019
Q2 | $1.18M | Hold |
6,864
| – | – | 0.04% | 304 |
|
|
2019
Q1 | $1.04M | Hold |
6,864
| – | – | 0.04% | 308 |
|
|
2018
Q4 | $867K | Hold |
6,864
| – | – | 0.03% | 299 |
|
|
2018
Q3 | $1.03M | Buy |
6,864
+960
| +16% | +$145K | 0.03% | 297 |
|
|
2018
Q2 | $806K | Buy |
5,904
+112
| +2% | +$15.3K | 0.03% | 332 |
|
|
2018
Q1 | $825K | Buy |
5,792
+224
| +4% | +$31.9K | 0.03% | 303 |
|
|
2017
Q4 | $735K | Buy |
5,568
+960
| +21% | +$127K | 0.03% | 337 |
|
|
2017
Q3 | $560K | Buy |
4,608
+592
| +15% | +$71.9K | 0.02% | 372 |
|
|
2017
Q2 | $454K | Buy |
4,016
+1,328
| +49% | +$150K | 0.02% | 429 |
|
|
2017
Q1 | $251K | Buy |
2,688
+192
| +8% | +$17.9K | 0.01% | 503 |
|
|
2016
Q4 | $225K | Buy |
+2,496
| New | +$225K | 0.01% | 483 |
|