YorkBridge Wealth Partners’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $335K | Sell |
1,466
-213
| -13% | -$48.6K | 0.08% | 166 |
|
|
2022
Q3 | $336K | Sell |
1,679
-12
| -0.7% | -$2.4K | 0.09% | 173 |
|
|
2022
Q2 | $307K | Buy |
1,691
+94
| +6% | +$17.1K | 0.08% | 187 |
|
|
2022
Q1 | $306K | Sell |
1,597
-94
| -6% | -$18K | 0.07% | 233 |
|
|
2021
Q4 | $400K | Buy |
1,691
+75
| +5% | +$17.7K | 0.09% | 189 |
|
|
2021
Q3 | $334K | Buy |
1,616
+172
| +12% | +$35.6K | 0.08% | 203 |
|
|
2021
Q2 | $318K | Buy |
1,444
+20
| +1% | +$4.4K | 0.08% | 193 |
|
|
2021
Q1 | $298K | Buy |
+1,424
| New | +$298K | 0.09% | 195 |
|
|
2019
Q3 | – | Sell |
-905
| Closed | -$156K | – | 395 |
|
|
2019
Q2 | $156K | Sell |
905
-10
| -1% | -$1.72K | 0.07% | 216 |
|
|
2019
Q1 | $139K | Buy |
+915
| New | +$139K | 0.06% | 224 |
|