United Capital Financial Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,252
| Closed | -$270K | – | 865 |
|
|
2023
Q2 | $270K | Sell |
1,252
-18
| -1% | -$3.88K | ﹤0.01% | 786 |
|
|
2023
Q1 | $293K | Buy |
+1,270
| New | +$293K | ﹤0.01% | 829 |
|
|
2022
Q1 | – | Sell |
-918
| Closed | -$217K | – | 1184 |
|
|
2021
Q4 | $217K | Sell |
918
-111
| -11% | -$26.2K | ﹤0.01% | 1119 |
|
|
2021
Q3 | $213K | Sell |
1,029
-567
| -36% | -$117K | ﹤0.01% | 1118 |
|
|
2021
Q2 | $351K | Buy |
1,596
+252
| +19% | +$55.4K | ﹤0.01% | 971 |
|
|
2021
Q1 | $281K | Buy |
1,344
+29
| +2% | +$6.06K | ﹤0.01% | 1001 |
|
|
2020
Q4 | $262K | Buy |
+1,315
| New | +$262K | ﹤0.01% | 1040 |
|
|
2020
Q1 | – | Sell |
-1,703
| Closed | -$293K | – | 1267 |
|
|
2019
Q4 | $293K | Sell |
1,703
-166
| -9% | -$28.6K | ﹤0.01% | 1128 |
|
|
2019
Q3 | $306K | Sell |
1,869
-536
| -22% | -$87.8K | ﹤0.01% | 1061 |
|
|
2019
Q2 | $408K | Buy |
2,405
+114
| +5% | +$19.3K | ﹤0.01% | 1094 |
|
|
2019
Q1 | $347K | Sell |
2,291
-1
| -0% | -$151 | ﹤0.01% | 1071 |
|
|
2018
Q4 | $289K | Sell |
2,292
-302
| -12% | -$38.1K | ﹤0.01% | 1073 |
|
|
2018
Q3 | $395K | Buy |
2,594
+300
| +13% | +$45.7K | ﹤0.01% | 1020 |
|
|
2018
Q2 | $313K | Sell |
2,294
-35
| -2% | -$4.78K | ﹤0.01% | 1069 |
|
|
2018
Q1 | $332K | Buy |
2,329
+561
| +32% | +$80K | ﹤0.01% | 1060 |
|
|
2017
Q4 | $234K | Sell |
1,768
-158
| -8% | -$20.9K | ﹤0.01% | 1191 |
|
|
2017
Q3 | $234K | Sell |
1,926
-145
| -7% | -$17.6K | ﹤0.01% | 1198 |
|
|
2017
Q2 | $234K | Sell |
2,071
-280
| -12% | -$31.6K | ﹤0.01% | 1157 |
|
|
2017
Q1 | $220K | Sell |
2,351
-168
| -7% | -$15.7K | ﹤0.01% | 1160 |
|
|
2016
Q4 | $227K | Sell |
2,519
-42
| -2% | -$3.79K | ﹤0.01% | 1133 |
|
|
2016
Q3 | $240K | Sell |
2,561
-437
| -15% | -$41K | ﹤0.01% | 1136 |
|
|
2016
Q2 | $246K | Sell |
2,998
-128
| -4% | -$10.5K | ﹤0.01% | 1103 |
|
|
2016
Q1 | $259K | Sell |
3,126
-121
| -4% | -$10K | ﹤0.01% | 1043 |
|
|
2015
Q4 | $249K | Sell |
3,247
-3,079
| -49% | -$236K | ﹤0.01% | 1072 |
|
|
2015
Q3 | $451K | Buy |
6,326
+310
| +5% | +$22.1K | 0.01% | 924 |
|
|
2015
Q2 | $473K | Buy |
6,016
+9
| +0.1% | +$708 | 0.01% | 938 |
|
|
2015
Q1 | $451K | Sell |
6,007
-791
| -12% | -$59.4K | 0.01% | 931 |
|
|
2014
Q4 | $529K | Buy |
6,798
+285
| +4% | +$22.2K | 0.01% | 807 |
|
|
2014
Q3 | $471K | Buy |
+6,513
| New | +$471K | 0.01% | 810 |
|
|
2014
Q2 | – | Sell |
-6,833
| Closed | -$498K | – | 866 |
|
|
2014
Q1 | $498K | Buy |
6,833
+1,318
| +24% | +$96.1K | 0.01% | 635 |
|
|
2013
Q4 | $407K | Buy |
+5,515
| New | +$407K | 0.01% | 464 |
|