Allworth Financial’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 | $26K | Buy |
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|
2025
Q1 | $22.1K | Sell |
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|
2024
Q4 | $40K | Sell |
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|
2024
Q3 | $50.8K | Sell |
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|
2024
Q2 | $53.6K | Buy |
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|
2024
Q1 | $35.4K | Buy |
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|
2023
Q4 | $28.2K | Sell |
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|
2023
Q3 | $29.4K | Sell |
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|
2023
Q2 | $46.9K | Sell |
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|
2023
Q1 | $51.3K | Buy |
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|
2022
Q4 | $46.8K | Buy |
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|
2022
Q3 | $40K | Buy |
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|
2022
Q2 | $6K | Sell |
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|
2022
Q1 | $25K | Buy |
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|
2021
Q4 | $3K | Buy |
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|
2021
Q3 | $1K | Buy |
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