Bell Investment Advisors’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 | $18.1K | Hold |
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|
2025
Q1 | $18.6K | Sell |
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|
2024
Q4 | $23.4K | Hold |
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|
2024
Q3 | $24K | Hold |
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|
2024
Q2 | $22.5K | Hold |
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|
2024
Q1 | $27.3K | Hold |
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|
2023
Q4 | $24.3K | Hold |
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|
2023
Q3 | $23.3K | Sell |
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|
2023
Q2 | $24.8K | Sell |
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|
2023
Q1 | $28.9K | Buy |
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|
2022
Q4 | $28.1K | Hold |
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|
2022
Q3 | $25K | Buy |
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|
2022
Q2 | $21K | Buy |
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|
2021
Q4 | $28K | Hold |
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|
2021
Q3 | $25K | Buy |
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