WBI Investments’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,252
| Closed | -$387K | – | 150 |
|
|
2019
Q4 | $387K | Sell |
2,252
-7,127
| -76% | -$1.22M | 0.04% | 160 |
|
|
2019
Q3 | $1.54M | Sell |
9,379
-21,324
| -69% | -$3.49M | 0.15% | 110 |
|
|
2019
Q2 | $5.29M | Buy |
+30,703
| New | +$5.29M | 0.46% | 37 |
|
|
2018
Q4 | – | Sell |
-20,683
| Closed | -$3.12M | – | 164 |
|
|
2018
Q3 | $3.12M | Buy |
+20,683
| New | +$3.12M | 0.17% | 97 |
|
|
2018
Q1 | – | Sell |
-10,533
| Closed | -$1.39M | – | 247 |
|
|
2017
Q4 | $1.39M | Sell |
10,533
-658
| -6% | -$86.8K | 0.06% | 182 |
|
|
2017
Q3 | $1.36M | Buy |
+11,191
| New | +$1.36M | 0.06% | 174 |
|
|
2017
Q2 | – | Sell |
-5,945
| Closed | -$556K | – | 326 |
|
|
2017
Q1 | $556K | Buy |
+5,945
| New | +$556K | 0.02% | 234 |
|
|
2016
Q4 | – | Sell |
-13,971
| Closed | -$1.31M | – | 331 |
|
|
2016
Q3 | $1.31M | Buy |
+13,971
| New | +$1.31M | 0.05% | 193 |
|