Veritable’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 |
-1,022
| Closed | -$220K | – | 378 |
|
|
2023
Q2 | $220K | Sell |
1,022
-74
| -7% | -$15.9K | ﹤0.01% | 811 |
|
|
2023
Q1 | $253K | Sell |
1,096
-9
| -0.8% | -$2.08K | ﹤0.01% | 746 |
|
|
2022
Q4 | $252K | Buy |
1,105
+65
| +6% | +$14.8K | ﹤0.01% | 718 |
|
|
2022
Q3 | $208K | Buy |
+1,040
| New | +$208K | ﹤0.01% | 732 |
|
|
2022
Q1 | – | Sell |
-868
| Closed | -$205K | – | 926 |
|
|
2021
Q4 | $205K | Buy |
+868
| New | +$205K | ﹤0.01% | 873 |
|
|
2019
Q3 | – | Sell |
-1,551
| Closed | -$267K | – | 808 |
|
|
2019
Q2 | $267K | Sell |
1,551
-6
| -0.4% | -$1.03K | 0.01% | 679 |
|
|
2019
Q1 | $236K | Buy |
+1,557
| New | +$236K | ﹤0.01% | 714 |
|
|
2018
Q4 | – | Sell |
-1,499
| Closed | -$226K | – | 793 |
|
|
2018
Q3 | $226K | Sell |
1,499
-19
| -1% | -$2.87K | ﹤0.01% | 731 |
|
|
2018
Q2 | $207K | Sell |
1,518
-5
| -0.3% | -$682 | ﹤0.01% | 747 |
|
|
2018
Q1 | $217K | Sell |
1,523
-10
| -0.7% | -$1.43K | ﹤0.01% | 723 |
|
|
2017
Q4 | $202K | Buy |
+1,533
| New | +$202K | ﹤0.01% | 755 |
|