Avion Wealth’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Buy |
12
+1
| +9% | +$167 | ﹤0.01% | 810 |
|
|
2025
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 722 |
|
|
2024
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 719 |
|
|
2024
Q3 | $2K | Buy |
11
+3
| +38% | +$545 | ﹤0.01% | 684 |
|
|
2024
Q2 | $1K | Buy |
8
+2
| +33% | +$250 | ﹤0.01% | 745 |
|
|
2024
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 694 |
|
|
2023
Q4 | $1K | Buy |
6
+3
| +100% | +$500 | ﹤0.01% | 829 |
|
|
2023
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 989 |
|