AssetMark Inc’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 | $333K | Buy |
|
|||||
|
2025
Q1 | $102K | Buy |
|
|||||
|
2024
Q4 | $87.3K | Buy |
|
|||||
|
2024
Q3 | $39K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $244 | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $1.94K | Hold |
|
|||||
|
2023
Q1 | $2.08K | Hold |
|
|||||
|
2022
Q4 | $2.06K | Sell |
|
|||||
|
2022
Q3 | $5K | Hold |
|
|||||
|
2022
Q2 | $5K | Sell |
|
|||||
|
2022
Q1 | $614K | Buy |
|
|||||
|
2021
Q4 | $349K | Buy |
|
|||||
|
2021
Q3 | $19K | Buy |
|
|||||
|
2021
Q2 | $2K | Hold |
|
|||||
|
2021
Q1 | $2K | Hold |
|
|||||
|
2020
Q4 | $2K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $0 | Hold |
|
|||||
|
2019
Q3 | $0 | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $125K | Sell |
|
|||||
|
2017
Q4 | $118K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $1K | Buy |
|
|||||
|
2015
Q3 | $0 | Buy |
|