Carson Wealth (CWM LLC)’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
2,086
+420
| +25% | +$73.7K | ﹤0.01% | 1742 |
|
|
2025
Q1 | $302K | Sell |
1,666
-419
| -20% | -$76K | ﹤0.01% | 1668 |
|
|
2024
Q4 | $436K | Buy |
2,085
+21
| +1% | +$4.39K | ﹤0.01% | 1437 |
|
|
2024
Q3 | $443K | Buy |
2,064
+195
| +10% | +$41.9K | ﹤0.01% | 1367 |
|
|
2024
Q2 | $376K | Buy |
1,869
+113
| +6% | +$22.7K | ﹤0.01% | 1297 |
|
|
2024
Q1 | $429K | Sell |
1,756
-236
| -12% | -$57.7K | ﹤0.01% | 1189 |
|
|
2023
Q4 | $432K | Buy |
1,992
+273
| +16% | +$59.2K | ﹤0.01% | 1115 |
|
|
2023
Q3 | $358K | Buy |
1,719
+52
| +3% | +$10.8K | ﹤0.01% | 1095 |
|
|
2023
Q2 | $359K | Buy |
1,667
+38
| +2% | +$8.18K | ﹤0.01% | 1053 |
|
|
2023
Q1 | $376K | Buy |
1,629
+111
| +7% | +$25.6K | ﹤0.01% | 979 |
|
|
2022
Q4 | $347K | Sell |
1,518
-2
| -0.1% | -$457 | ﹤0.01% | 905 |
|
|
2022
Q3 | $304K | Buy |
1,520
+70
| +5% | +$14K | ﹤0.01% | 909 |
|
|
2022
Q2 | $263K | Buy |
1,450
+269
| +23% | +$48.8K | ﹤0.01% | 936 |
|
|
2022
Q1 | $226K | Buy |
1,181
+305
| +35% | +$58.4K | ﹤0.01% | 992 |
|
|
2021
Q4 | $207K | Buy |
+876
| New | +$207K | ﹤0.01% | 1005 |
|
|
2021
Q2 | $37K | Hold |
169
| – | – | ﹤0.01% | 1526 |
|
|
2021
Q1 | $37K | Hold |
169
| – | – | ﹤0.01% | 1526 |
|
|
2020
Q4 | $37K | Hold |
169
| – | – | ﹤0.01% | 1526 |
|
|
2020
Q3 | $37K | Hold |
169
| – | – | ﹤0.01% | 1526 |
|
|
2020
Q2 | $37K | Hold |
169
| – | – | ﹤0.01% | 1526 |
|
|
2020
Q1 | $37K | Hold |
169
| – | – | ﹤0.01% | 1526 |
|
|
2019
Q4 | $37K | Hold |
169
| – | – | ﹤0.01% | 1526 |
|
|
2019
Q3 | $37K | Hold |
169
| – | – | ﹤0.01% | 1526 |
|
|
2019
Q2 | $37K | Hold |
169
| – | – | ﹤0.01% | 1526 |
|
|
2019
Q1 | $37K | Buy |
169
+165
| +4,125% | +$36.1K | ﹤0.01% | 1526 |
|
|
2018
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1903 |
|