Abound Wealth Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-50
| Closed | -$9.05K | – | 1322 |
|
|
2025
Q1 | $9.05K | Sell |
50
-29
| -37% | -$5.25K | ﹤0.01% | 422 |
|
|
2024
Q4 | $16.5K | Sell |
79
-2
| -2% | -$419 | 0.01% | 313 |
|
|
2024
Q3 | $17.4K | Hold |
81
| – | – | 0.01% | 319 |
|
|
2024
Q2 | $16.3K | Hold |
81
| – | – | 0.01% | 291 |
|
|
2024
Q1 | $19.8K | Buy |
81
+50
| +161% | +$12.2K | 0.01% | 252 |
|
|
2023
Q4 | $6.73K | Sell |
31
-12
| -28% | -$2.61K | ﹤0.01% | 444 |
|
|
2023
Q3 | $8.95K | Hold |
43
| – | – | ﹤0.01% | 352 |
|
|
2023
Q2 | $9.26K | Hold |
43
| – | – | ﹤0.01% | 353 |
|
|
2023
Q1 | $9.94K | Buy |
+43
| New | +$9.94K | ﹤0.01% | 288 |
|