Asset Dedication LLC’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21K | Buy |
24
+14
| +140% | +$2.46K | ﹤0.01% | 951 |
|
|
2025
Q1 | $1.81K | Hold |
10
| – | – | ﹤0.01% | 972 |
|
|
2024
Q4 | $2.09K | Hold |
10
| – | – | ﹤0.01% | 965 |
|
|
2024
Q3 | $2.15K | Hold |
10
| – | – | ﹤0.01% | 1002 |
|
|
2024
Q2 | $2.01K | Hold |
10
| – | – | ﹤0.01% | 1063 |
|
|
2024
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 893 |
|
|
2023
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 903 |
|
|
2023
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 896 |
|
|
2023
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 870 |
|
|
2023
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 852 |
|
|
2022
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 865 |
|
|
2022
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 827 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 457 |
|
|
2022
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 871 |
|
|
2021
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 854 |
|
|
2021
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 913 |
|