Carson Wealth (CWM LLC)’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $959K | Buy |
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|
2025
Q2 | $366K | Buy |
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|
2025
Q1 | $302K | Sell |
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|
2024
Q4 | $436K | Buy |
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|
2024
Q3 | $443K | Buy |
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|
2024
Q2 | $376K | Buy |
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|
2024
Q1 | $429K | Sell |
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|
2023
Q4 | $432K | Buy |
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|
2023
Q3 | $358K | Buy |
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|
2023
Q2 | $359K | Buy |
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|
2023
Q1 | $376K | Buy |
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|
2022
Q4 | $347K | Sell |
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|
2022
Q3 | $304K | Buy |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $226K | Buy |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q2 | $37K | Hold |
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|
2021
Q1 | $37K | Hold |
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|
2020
Q4 | $37K | Hold |
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|
2020
Q3 | $37K | Hold |
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|
2020
Q2 | $37K | Hold |
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|
2020
Q1 | $37K | Hold |
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|
2019
Q4 | $37K | Hold |
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|
2019
Q3 | $37K | Hold |
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|
2019
Q2 | $37K | Hold |
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|
2019
Q1 | $37K | Buy |
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|
2018
Q4 | $1K | Buy |
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