Washington Trust Bank’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,232
| Closed | -$187K | – | 361 |
|
|
2019
Q1 | $187K | Hold |
1,232
| – | – | 0.03% | 197 |
|
|
2018
Q4 | $156K | Hold |
1,232
| – | – | 0.02% | 226 |
|
|
2018
Q3 | $186K | Hold |
1,232
| – | – | 0.03% | 217 |
|
|
2018
Q2 | $168K | Hold |
1,232
| – | – | 0.02% | 237 |
|
|
2018
Q1 | $176K | Hold |
1,232
| – | – | 0.03% | 230 |
|
|
2017
Q4 | $163K | Hold |
1,232
| – | – | 0.02% | 247 |
|
|
2017
Q3 | $150K | Hold |
1,232
| – | – | 0.02% | 252 |
|
|
2017
Q2 | $139K | Hold |
1,232
| – | – | 0.03% | 234 |
|
|
2017
Q1 | $115K | Sell |
1,232
-10
| -0.8% | -$933 | 0.02% | 264 |
|
|
2016
Q4 | $112K | Hold |
1,242
| – | – | 0.03% | 272 |
|
|
2016
Q3 | $116K | Sell |
1,242
-29
| -2% | -$2.71K | 0.03% | 255 |
|
|
2016
Q2 | $104K | Buy |
1,271
+39
| +3% | +$3.19K | 0.03% | 253 |
|
|
2016
Q1 | $102K | Hold |
1,232
| – | – | 0.03% | 266 |
|
|
2015
Q4 | $94K | Hold |
1,232
| – | – | 0.02% | 299 |
|
|
2015
Q3 | $88K | Hold |
1,232
| – | – | 0.02% | 306 |
|
|
2015
Q2 | $97K | Hold |
1,232
| – | – | 0.02% | 306 |
|
|
2015
Q1 | $93K | Hold |
1,232
| – | – | 0.02% | 338 |
|
|
2014
Q4 | $96K | Hold |
1,232
| – | – | 0.03% | 348 |
|
|
2014
Q3 | $89K | Hold |
1,232
| – | – | 0.03% | 366 |
|
|
2014
Q2 | $99K | Hold |
1,232
| – | – | 0.02% | 374 |
|
|
2014
Q1 | $90K | Buy |
+1,232
| New | +$90K | 0.02% | 385 |
|