Arax Advisory Partners’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Sell |
74
-7
| -9% | -$1.23K | ﹤0.01% | 1844 |
|
|
2025
Q1 | $14.7K | Sell |
81
-105
| -56% | -$19K | ﹤0.01% | 1438 |
|
|
2024
Q4 | $38.9K | Hold |
186
| – | – | ﹤0.01% | 971 |
|
|
2024
Q3 | $39.9K | Sell |
186
-1
| -0.5% | -$215 | ﹤0.01% | 803 |
|
|
2024
Q2 | $37.6K | Buy |
187
+135
| +260% | +$27.2K | ﹤0.01% | 752 |
|
|
2024
Q1 | $12.7K | Hold |
52
| – | – | ﹤0.01% | 743 |
|
|
2023
Q4 | $11.3K | Hold |
52
| – | – | ﹤0.01% | 746 |
|
|
2023
Q3 | $10.8K | Sell |
52
-10
| -16% | -$2.08K | ﹤0.01% | 706 |
|
|
2023
Q2 | $13.3K | Sell |
62
-8
| -11% | -$1.72K | ﹤0.01% | 660 |
|
|
2023
Q1 | $16.2K | Sell |
70
-22
| -24% | -$5.09K | ﹤0.01% | 617 |
|
|
2022
Q4 | $21K | Buy |
92
+16
| +21% | +$3.66K | ﹤0.01% | 554 |
|
|
2022
Q3 | $15K | Sell |
76
-2
| -3% | -$395 | ﹤0.01% | 610 |
|
|
2022
Q2 | $14K | Sell |
78
-28
| -26% | -$5.03K | ﹤0.01% | 606 |
|
|
2022
Q1 | $20K | Sell |
106
-2
| -2% | -$377 | ﹤0.01% | 572 |
|
|
2021
Q4 | $26K | Buy |
108
+2
| +2% | +$481 | ﹤0.01% | 546 |
|
|
2021
Q3 | $22K | Hold |
106
| – | – | ﹤0.01% | 550 |
|
|
2021
Q2 | $23K | Buy |
+106
| New | +$23K | ﹤0.01% | 568 |
|
|
2020
Q4 | $21K | Hold |
105
| – | – | ﹤0.01% | 501 |
|
|
2020
Q3 | $19K | Sell |
105
-11
| -9% | -$1.99K | ﹤0.01% | 479 |
|
|
2020
Q2 | $18K | Hold |
116
| – | – | ﹤0.01% | 482 |
|
|
2020
Q1 | $16K | Sell |
116
-5
| -4% | -$690 | ﹤0.01% | 476 |
|
|
2019
Q4 | $21K | Sell |
121
-147
| -55% | -$25.5K | 0.01% | 412 |
|
|
2019
Q3 | $44K | Buy |
268
+11
| +4% | +$1.81K | 0.01% | 350 |
|
|
2019
Q2 | $44K | Buy |
+257
| New | +$44K | 0.01% | 341 |
|
|
2018
Q4 | $82K | Sell |
653
-64
| -9% | -$8.04K | 0.03% | 206 |
|
|
2018
Q3 | $108K | Sell |
717
-28
| -4% | -$4.22K | 0.04% | 188 |
|
|
2018
Q2 | $101K | Buy |
745
+338
| +83% | +$45.8K | 0.04% | 152 |
|
|
2018
Q1 | $58K | Sell |
407
-120
| -23% | -$17.1K | 0.03% | 189 |
|
|
2017
Q4 | $69K | Buy |
527
+12
| +2% | +$1.57K | 0.03% | 183 |
|
|
2017
Q3 | $62K | Sell |
515
-96
| -16% | -$11.6K | 0.03% | 192 |
|
|
2017
Q2 | $69K | Buy |
611
+42
| +7% | +$4.74K | 0.03% | 190 |
|
|
2017
Q1 | $53K | Buy |
569
+155
| +37% | +$14.4K | 0.03% | 195 |
|
|
2016
Q4 | $37K | Buy |
+414
| New | +$37K | 0.02% | 201 |
|