Allworth Financial’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26K | Buy |
148
+21
| +17% | +$3.69K | ﹤0.01% | 2349 |
|
|
2025
Q1 | $22.1K | Sell |
127
-55
| -30% | -$9.56K | ﹤0.01% | 2014 |
|
|
2024
Q4 | $40K | Sell |
182
-55
| -23% | -$12.1K | ﹤0.01% | 1686 |
|
|
2024
Q3 | $50.8K | Sell |
237
-27
| -10% | -$5.79K | ﹤0.01% | 1401 |
|
|
2024
Q2 | $53.6K | Buy |
264
+119
| +82% | +$24.2K | ﹤0.01% | 1352 |
|
|
2024
Q1 | $35.4K | Buy |
145
+15
| +12% | +$3.66K | ﹤0.01% | 1458 |
|
|
2023
Q4 | $28.2K | Sell |
130
-11
| -8% | -$2.39K | ﹤0.01% | 1446 |
|
|
2023
Q3 | $29.4K | Sell |
141
-77
| -35% | -$16K | ﹤0.01% | 1319 |
|
|
2023
Q2 | $46.9K | Sell |
218
-4
| -2% | -$861 | ﹤0.01% | 1145 |
|
|
2023
Q1 | $51.3K | Buy |
222
+17
| +8% | +$3.93K | ﹤0.01% | 1064 |
|
|
2022
Q4 | $46.8K | Buy |
205
+4
| +2% | +$913 | ﹤0.01% | 1037 |
|
|
2022
Q3 | $40K | Buy |
201
+167
| +491% | +$33.2K | ﹤0.01% | 1037 |
|
|
2022
Q2 | $6K | Sell |
34
-95
| -74% | -$16.8K | ﹤0.01% | 1706 |
|
|
2022
Q1 | $25K | Buy |
129
+118
| +1,073% | +$22.9K | ﹤0.01% | 1160 |
|
|
2021
Q4 | $3K | Buy |
11
+6
| +120% | +$1.64K | ﹤0.01% | 1644 |
|
|
2021
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1764 |
|