Bruce G. Allen Investments’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74K | Sell |
27
-15
| -36% | -$2.63K | ﹤0.01% | 576 |
|
|
2025
Q1 | $7.6K | Sell |
42
-8
| -16% | -$1.45K | 0.01% | 497 |
|
|
2024
Q4 | $10.5K | Hold |
50
| – | – | 0.01% | 468 |
|
|
2024
Q3 | $10.7K | Hold |
50
| – | – | 0.01% | 471 |
|
|
2024
Q2 | $10.1K | Sell |
50
-3
| -6% | -$604 | 0.01% | 465 |
|
|
2024
Q1 | $12.9K | Hold |
53
| – | – | 0.01% | 433 |
|
|
2023
Q4 | $11.5K | Buy |
+53
| New | +$11.5K | 0.01% | 450 |
|