Weaver C. Barksdale & Associates’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $13K | Hold |
96
| – | – | 0.01% | 235 |
|
|
2017
Q3 | $12K | Sell |
96
-5
| -5% | -$625 | 0.01% | 235 |
|
|
2017
Q2 | $11K | Sell |
101
-27
| -21% | -$2.94K | 0.01% | 250 |
|
|
2017
Q1 | $12K | Hold |
128
| – | – | 0.01% | 243 |
|
|
2016
Q4 | $12K | Buy |
128
+18
| +16% | +$1.69K | 0.02% | 247 |
|
|
2016
Q3 | $10K | Hold |
110
| – | – | 0.02% | 262 |
|
|
2016
Q2 | $9K | Hold |
110
| – | – | 0.02% | 263 |
|
|
2016
Q1 | $9K | Hold |
110
| – | – | 0.01% | 286 |
|
|
2015
Q4 | $8K | Sell |
110
-15
| -12% | -$1.09K | 0.01% | 295 |
|
|
2015
Q3 | $9K | Hold |
125
| – | – | 0.01% | 276 |
|
|
2015
Q2 | $10K | Hold |
125
| – | – | 0.01% | 280 |
|
|
2015
Q1 | $9K | Hold |
125
| – | – | 0.01% | 292 |
|
|
2014
Q4 | $10K | Hold |
125
| – | – | 0.01% | 270 |
|
|
2014
Q3 | $9K | Buy |
125
+6
| +5% | +$432 | 0.01% | 281 |
|
|
2014
Q2 | $10K | Hold |
119
| – | – | 0.01% | 273 |
|
|
2014
Q1 | $9K | Sell |
119
-5
| -4% | -$378 | 0.01% | 280 |
|
|
2013
Q4 | $9K | Hold |
124
| – | – | 0.01% | 295 |
|
|
2013
Q3 | $8K | Sell |
124
-23
| -16% | -$1.48K | 0.01% | 304 |
|
|
2013
Q2 | $8K | Buy |
+147
| New | +$8K | 0.01% | 303 |
|