AWM
Activest Wealth Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.6K | Buy |
+49
| New | +$8.6K | ﹤0.01% | 460 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$209 | – | 1238 |
|
|
2024
Q4 | $209 | Buy |
+1
| New | +$209 | ﹤0.01% | 635 |
|
|
2023
Q1 | – | Sell |
-25
| Closed | -$5.71K | – | 419 |
|
|
2022
Q4 | $5.71K | Hold |
25
| – | – | ﹤0.01% | 348 |
|
|
2022
Q3 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 348 |
|