Advisory Alpha’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Hold |
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|
2025
Q1 | $255K | Sell |
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|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $302K | Hold |
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|
2024
Q2 | $284K | Hold |
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|
2024
Q1 | $344K | Hold |
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|
2023
Q4 | $306K | Hold |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $326K | Hold |
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|
2022
Q4 | $322K | Hold |
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|
2022
Q3 | $282K | Hold |
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|
2022
Q2 | $256K | Hold |
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|
2022
Q1 | $270K | Hold |
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|
2021
Q4 | $333K | Buy |
|