Atria Wealth Solutions’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,638
| Closed | -$341K | – | 1961 |
|
|
2023
Q3 | $341K | Sell |
1,638
-78
| -5% | -$16.2K | ﹤0.01% | 1328 |
|
|
2023
Q2 | $369K | Sell |
1,716
-86
| -5% | -$18.5K | 0.01% | 1311 |
|
|
2023
Q1 | $416K | Sell |
1,802
-2
| -0.1% | -$462 | 0.01% | 1236 |
|
|
2022
Q4 | $412K | Sell |
1,804
-39
| -2% | -$8.91K | 0.01% | 1178 |
|
|
2022
Q3 | $368K | Buy |
1,843
+11
| +0.6% | +$2.2K | 0.01% | 1174 |
|
|
2022
Q2 | $333K | Sell |
1,832
-35
| -2% | -$6.36K | 0.01% | 1134 |
|
|
2022
Q1 | $358K | Buy |
+1,867
| New | +$358K | 0.01% | 1236 |
|