Advisory Services Network’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $105K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $35.2K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $379K | Buy |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $371K | Buy |
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|
2021
Q3 | $322K | Buy |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | $310K | Buy |
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|
2020
Q4 | $287K | Sell |
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|
2020
Q3 | $291K | Buy |
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|
2020
Q2 | $251K | Sell |
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|
2020
Q1 | $289K | Buy |
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|
2019
Q4 | $334K | Buy |
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|
2019
Q3 | $327K | Hold |
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|
2019
Q2 | $327K | Buy |
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|
2019
Q1 | $266K | Sell |
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|
2018
Q4 | $237K | Sell |
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|
2018
Q3 | $355K | Sell |
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|
2018
Q2 | $442K | Sell |
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|
2018
Q1 | $637K | Sell |
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|
2017
Q4 | $622K | Buy |
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|
2017
Q3 | $382K | Sell |
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|
2017
Q2 | $356K | Buy |
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|
2017
Q1 | $253K | Buy |
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|
2016
Q3 | $11K | Buy |
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|
2016
Q2 | $5K | Hold |
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|
2016
Q1 | $5K | Hold |
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|
2015
Q4 | $5K | Hold |
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|
2015
Q3 | $5K | Hold |
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|
2015
Q2 | $5K | Hold |
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|
2015
Q1 | $5K | Sell |
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|
2014
Q4 | $7K | Buy |
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