Avantax Advisory Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
10,004
+8,895
| +802% | +$1.56M | 0.01% | 866 |
|
|
2025
Q1 | $201K | Sell |
1,109
-170
| -13% | -$30.8K | ﹤0.01% | 2101 |
|
|
2024
Q4 | $268K | Sell |
1,279
-167
| -12% | -$34.9K | ﹤0.01% | 1860 |
|
|
2024
Q3 | $310K | Sell |
1,446
-13
| -0.9% | -$2.79K | ﹤0.01% | 1724 |
|
|
2024
Q2 | $293K | Buy |
+1,459
| New | +$293K | ﹤0.01% | 1710 |
|