Bell Investment Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1K | Hold |
103
| – | – | ﹤0.01% | 456 |
|
|
2025
Q1 | $18.6K | Sell |
103
-9
| -8% | -$1.63K | ﹤0.01% | 409 |
|
|
2024
Q4 | $23.4K | Hold |
112
| – | – | ﹤0.01% | 348 |
|
|
2024
Q3 | $24K | Hold |
112
| – | – | ﹤0.01% | 353 |
|
|
2024
Q2 | $22.5K | Hold |
112
| – | – | ﹤0.01% | 373 |
|
|
2024
Q1 | $27.3K | Hold |
112
| – | – | 0.01% | 317 |
|
|
2023
Q4 | $24.3K | Hold |
112
| – | – | 0.01% | 312 |
|
|
2023
Q3 | $23.3K | Sell |
112
-3
| -3% | -$624 | 0.01% | 283 |
|
|
2023
Q2 | $24.8K | Sell |
115
-10
| -8% | -$2.15K | 0.01% | 269 |
|
|
2023
Q1 | $28.9K | Buy |
125
+2
| +2% | +$462 | 0.01% | 237 |
|
|
2022
Q4 | $28.1K | Hold |
123
| – | – | 0.01% | 243 |
|
|
2022
Q3 | $25K | Buy |
123
+5
| +4% | +$1.02K | 0.01% | 223 |
|
|
2022
Q2 | $21K | Buy |
+118
| New | +$21K | 0.01% | 255 |
|
|
2021
Q4 | $28K | Hold |
120
| – | – | 0.01% | 246 |
|
|
2021
Q3 | $25K | Buy |
+120
| New | +$25K | 0.01% | 239 |
|