Winslow Evans & Crocker’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,500
| Closed | -$342K | – | 1124 |
|
|
2018
Q2 | $342K | Hold |
2,500
| – | – | 0.11% | 187 |
|
|
2018
Q1 | $356K | Hold |
2,500
| – | – | 0.12% | 180 |
|
|
2017
Q4 | $330K | Hold |
2,500
| – | – | 0.11% | 194 |
|
|
2017
Q3 | $304K | Buy |
+2,500
| New | +$304K | 0.1% | 199 |
|
|
2014
Q4 | – | Sell |
-94
| Closed | -$6.73K | – | 1362 |
|
|
2014
Q3 | $6.73K | Buy |
+94
| New | +$6.73K | ﹤0.01% | 997 |
|