Wealthspire Advisors (Maryland)’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 |
-1,287
| Closed | -$195K | – | 1199 |
|
|
2019
Q1 | $195K | Sell |
1,287
-762
| -37% | -$115K | 0.01% | 445 |
|
|
2018
Q4 | $259K | Sell |
2,049
-182
| -8% | -$23K | 0.02% | 353 |
|
|
2018
Q3 | $336K | Sell |
2,231
-7
| -0.3% | -$1.05K | 0.03% | 328 |
|
|
2018
Q2 | $305K | Sell |
2,238
-24
| -1% | -$3.27K | 0.03% | 359 |
|
|
2018
Q1 | $322K | Sell |
2,262
-194
| -8% | -$27.6K | 0.03% | 342 |
|
|
2017
Q4 | $324K | Sell |
2,456
-18
| -0.7% | -$2.38K | 0.03% | 351 |
|
|
2017
Q3 | $301K | Sell |
2,474
-217
| -8% | -$26.4K | 0.03% | 361 |
|
|
2017
Q2 | $304K | Hold |
2,691
| – | – | 0.04% | 339 |
|
|
2017
Q1 | $252K | Sell |
2,691
-454
| -14% | -$42.5K | 0.04% | 328 |
|
|
2016
Q4 | $283K | Sell |
3,145
-28
| -0.9% | -$2.52K | 0.04% | 292 |
|
|
2016
Q3 | $297K | Sell |
3,173
-233
| -7% | -$21.8K | 0.05% | 279 |
|
|
2016
Q2 | $280K | Sell |
3,406
-29
| -0.8% | -$2.38K | 0.05% | 274 |
|
|
2016
Q1 | $285K | Sell |
3,435
-155
| -4% | -$12.9K | 0.05% | 269 |
|
|
2015
Q4 | $275K | Buy |
+3,590
| New | +$275K | 0.05% | 274 |
|