AA
Addison Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2
| Closed | -$457 | – | 706 |
|
|
2022
Q4 | $457 | Hold |
2
| – | – | ﹤0.01% | 700 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 724 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 720 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 744 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 692 |
|