YHB Investment Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,214
| Closed | -$253K | – | 271 |
|
|
2023
Q3 | $253K | Hold |
1,214
| – | – | 0.02% | 244 |
|
|
2023
Q2 | $261K | Hold |
1,214
| – | – | 0.02% | 243 |
|
|
2023
Q1 | $280K | Hold |
1,214
| – | – | 0.03% | 232 |
|
|
2022
Q4 | $277K | Hold |
1,214
| – | – | 0.03% | 231 |
|
|
2022
Q3 | $243K | Hold |
1,214
| – | – | 0.03% | 243 |
|
|
2022
Q2 | $220K | Hold |
1,214
| – | – | 0.02% | 262 |
|
|
2022
Q1 | $233K | Buy |
1,214
+105
| +9% | +$20.2K | 0.02% | 272 |
|
|
2021
Q4 | $262K | Sell |
1,109
-6
| -0.5% | -$1.42K | 0.02% | 281 |
|
|
2021
Q3 | $231K | Hold |
1,115
| – | – | 0.02% | 287 |
|
|
2021
Q2 | $245K | Hold |
1,115
| – | – | 0.02% | 274 |
|
|
2021
Q1 | $246K | Buy |
1,115
+84
| +8% | +$18.5K | 0.02% | 268 |
|
|
2020
Q4 | $205K | Buy |
+1,031
| New | +$205K | 0.02% | 271 |
|
|
2019
Q2 | – | Sell |
-1,325
| Closed | -$201K | – | 192 |
|
|
2019
Q1 | $201K | Buy |
+1,325
| New | +$201K | 0.03% | 193 |
|