Valeo Financial Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-26
| Closed | -$4K | – | 1777 |
|
|
2020
Q2 | $4K | Buy |
26
+13
| +100% | +$2K | ﹤0.01% | 1511 |
|
|
2020
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 1482 |
|
|
2019
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 1443 |
|
|
2019
Q3 | $2K | Sell |
13
-1
| -7% | -$154 | ﹤0.01% | 1369 |
|
|
2019
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 1399 |
|
|
2019
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 1353 |
|
|
2018
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 1275 |
|
|
2018
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 1463 |
|
|
2018
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 1338 |
|
|
2018
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 1329 |
|
|
2017
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 1184 |
|
|
2017
Q3 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 1015 |
|