Advisory Alpha’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Hold |
1,410
| – | – | 0.01% | 415 |
|
|
2025
Q1 | $255K | Sell |
1,410
-11
| -0.8% | -$1.99K | 0.01% | 381 |
|
|
2024
Q4 | $297K | Buy |
1,421
+11
| +0.8% | +$2.3K | 0.01% | 323 |
|
|
2024
Q3 | $302K | Hold |
1,410
| – | – | 0.01% | 307 |
|
|
2024
Q2 | $284K | Hold |
1,410
| – | – | 0.01% | 303 |
|
|
2024
Q1 | $344K | Hold |
1,410
| – | – | 0.01% | 275 |
|
|
2023
Q4 | $306K | Hold |
1,410
| – | – | 0.01% | 256 |
|
|
2023
Q3 | $293K | Hold |
1,410
| – | – | 0.02% | 240 |
|
|
2023
Q2 | $304K | Hold |
1,410
| – | – | 0.02% | 253 |
|
|
2023
Q1 | $326K | Hold |
1,410
| – | – | 0.02% | 221 |
|
|
2022
Q4 | $322K | Hold |
1,410
| – | – | 0.02% | 206 |
|
|
2022
Q3 | $282K | Hold |
1,410
| – | – | 0.02% | 205 |
|
|
2022
Q2 | $256K | Hold |
1,410
| – | – | 0.02% | 217 |
|
|
2022
Q1 | $270K | Hold |
1,410
| – | – | 0.02% | 221 |
|
|
2021
Q4 | $333K | Buy |
+1,410
| New | +$333K | 0.02% | 209 |
|