Berry Wealth Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,542
| Closed | -$323K | – | 104 |
|
|
2024
Q4 | $323K | Buy |
1,542
+77
| +5% | +$16.1K | 0.23% | 53 |
|
|
2024
Q3 | $314K | Buy |
1,465
+312
| +27% | +$66.9K | 0.23% | 56 |
|
|
2024
Q2 | $232K | Buy |
1,153
+168
| +17% | +$33.8K | 0.19% | 69 |
|
|
2024
Q1 | $240K | Buy |
+985
| New | +$240K | 0.2% | 68 |
|