Beacon Pointe Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-879
| Closed | -$203K | – | 1126 |
|
|
2023
Q1 | $203K | Sell |
879
-12
| -1% | -$2.77K | ﹤0.01% | 1068 |
|
|
2022
Q4 | $203K | Buy |
+891
| New | +$203K | ﹤0.01% | 994 |
|
|
2022
Q2 | – | Sell |
-1,071
| Closed | -$205K | – | 1131 |
|
|
2022
Q1 | $205K | Buy |
+1,071
| New | +$205K | ﹤0.01% | 1120 |
|
|
2021
Q4 | – | Sell |
-975
| Closed | -$202K | – | 969 |
|
|
2021
Q3 | $202K | Sell |
975
-101
| -9% | -$20.9K | 0.01% | 856 |
|
|
2021
Q2 | $237K | Buy |
+1,076
| New | +$237K | 0.01% | 737 |
|