Wealthfront’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-375
| Closed | -$27K | – | 637 |
|
|
2015
Q3 | $27K | Buy |
375
+178
| +90% | +$12.8K | ﹤0.01% | 656 |
|
|
2015
Q2 | $15K | Buy |
197
+171
| +658% | +$13K | ﹤0.01% | 719 |
|
|
2015
Q1 | $2K | Buy |
26
+25
| +2,500% | +$1.92K | ﹤0.01% | 1003 |
|
|
2014
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 818 |
|