Apollon Wealth Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,235
| Closed | -$224K | – | 1296 |
|
|
2025
Q1 | $224K | Buy |
1,235
+95
| +8% | +$17.2K | ﹤0.01% | 1063 |
|
|
2024
Q4 | $239K | Sell |
1,140
-4,839
| -81% | -$1.01M | 0.01% | 1034 |
|
|
2024
Q3 | $1.28M | Buy |
5,979
+399
| +7% | +$85.6K | 0.04% | 409 |
|
|
2024
Q2 | $1.12M | Buy |
5,580
+428
| +8% | +$86.1K | 0.03% | 433 |
|
|
2024
Q1 | $1.26M | Buy |
5,152
+1,057
| +26% | +$258K | 0.04% | 407 |
|
|
2023
Q4 | $889K | Buy |
4,095
+1,217
| +42% | +$264K | 0.03% | 487 |
|
|
2023
Q3 | $599K | Buy |
2,878
+18
| +0.6% | +$3.75K | 0.03% | 502 |
|
|
2023
Q2 | $616K | Buy |
2,860
+548
| +24% | +$118K | 0.03% | 537 |
|
|
2023
Q1 | $534K | Buy |
2,312
+480
| +26% | +$111K | 0.03% | 519 |
|
|
2022
Q4 | $418K | Buy |
+1,832
| New | +$418K | 0.03% | 568 |
|
|
2020
Q3 | – | Sell |
-51
| Closed | -$8K | – | 390 |
|
|
2020
Q2 | $8K | Buy |
+51
| New | +$8K | ﹤0.01% | 518 |
|