Zeke Capital Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,695
| Closed | -$339K | – | 509 |
|
|
2022
Q3 | $339K | Hold |
1,695
| – | – | 0.02% | 288 |
|
|
2022
Q2 | $308K | Hold |
1,695
| – | – | 0.02% | 317 |
|
|
2022
Q1 | $325K | Buy |
1,695
+340
| +25% | +$65.2K | 0.02% | 347 |
|
|
2021
Q4 | $320K | Hold |
1,355
| – | – | 0.02% | 223 |
|
|
2021
Q3 | $280K | Hold |
1,355
| – | – | 0.02% | 225 |
|
|
2021
Q2 | $298K | Buy |
1,355
+210
| +18% | +$46.2K | 0.02% | 225 |
|
|
2021
Q1 | $240K | Hold |
1,145
| – | – | 0.02% | 239 |
|
|
2020
Q4 | $228K | Buy |
+1,145
| New | +$228K | 0.02% | 241 |
|