Vigilant Capital Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $13K | Hold |
62
| – | – | ﹤0.01% | 390 |
|
|
2023
Q1 | $14K | Hold |
62
| – | – | ﹤0.01% | 369 |
|
|
2022
Q4 | $14K | Hold |
62
| – | – | ﹤0.01% | 381 |
|
|
2022
Q3 | $12K | Hold |
62
| – | – | ﹤0.01% | 448 |
|
|
2022
Q2 | $11K | Hold |
62
| – | – | ﹤0.01% | 433 |
|
|
2022
Q1 | $12K | Hold |
62
| – | – | ﹤0.01% | 416 |
|
|
2021
Q4 | $15K | Sell |
62
-34
| -35% | -$8.23K | ﹤0.01% | 435 |
|
|
2021
Q3 | $20K | Buy |
+96
| New | +$20K | ﹤0.01% | 361 |
|
|
2020
Q2 | – | Sell |
-45
| Closed | -$6K | – | 331 |
|
|
2020
Q1 | $6K | Buy |
+45
| New | +$6K | ﹤0.01% | 303 |
|
|
2018
Q4 | – | Sell |
-20
| Closed | -$3K | – | 474 |
|
|
2018
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 432 |
|
|
2018
Q2 | $3K | Sell |
20
-145
| -88% | -$21.8K | ﹤0.01% | 443 |
|
|
2018
Q1 | $24K | Buy |
+165
| New | +$24K | ﹤0.01% | 294 |
|