Washington Trust Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19
| Closed | -$4.39K | – | 716 |
|
|
2023
Q1 | $4.39K | Hold |
19
| – | – | ﹤0.01% | 626 |
|
|
2022
Q4 | $4.34K | Hold |
19
| – | – | ﹤0.01% | 626 |
|
|
2022
Q3 | $4K | Buy |
19
+3
| +19% | +$632 | ﹤0.01% | 751 |
|
|
2022
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 823 |
|
|
2022
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 894 |
|
|
2021
Q4 | $4K | Buy |
+16
| New | +$4K | ﹤0.01% | 883 |
|