Wedmont Private Capital’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-966
| Closed | -$233K | – | 656 |
|
|
2024
Q1 | $233K | Buy |
+966
| New | +$233K | 0.02% | 520 |
|
|
2023
Q4 | – | Sell |
-1,219
| Closed | -$254K | – | 579 |
|
|
2023
Q3 | $254K | Buy |
1,219
+16
| +1% | +$3.33K | 0.03% | 421 |
|
|
2023
Q2 | $252K | Sell |
1,203
-336
| -22% | -$70.4K | 0.03% | 424 |
|
|
2023
Q1 | $338K | Sell |
1,539
-123
| -7% | -$27K | 0.04% | 306 |
|
|
2022
Q4 | $386K | Buy |
+1,662
| New | +$386K | 0.06% | 270 |
|