Centerpoint Advisors’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 | $156K | Hold |
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|
2025
Q2 | $168K | Hold |
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|
2025
Q1 | $173K | Hold |
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|
2024
Q4 | $200K | Sell |
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|
2024
Q3 | $215K | Hold |
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|
2024
Q2 | $202K | Hold |
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|
2024
Q1 | $245K | Sell |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $274K | Hold |
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|
2022
Q4 | $271K | Hold |
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|
2022
Q3 | $237K | Sell |
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|
2022
Q2 | $218K | Sell |
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|
2022
Q1 | $351K | Sell |
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|
2021
Q4 | $472K | Hold |
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|
2021
Q3 | $414K | Hold |
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|
2021
Q2 | $440K | Hold |
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|
2021
Q1 | $418K | Hold |
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|
2020
Q4 | $398K | Hold |
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|
2020
Q3 | $365K | Sell |
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|
2020
Q2 | $318K | Buy |
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|
2020
Q1 | $276K | Hold |
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|
2019
Q4 | $344K | Sell |
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|
2019
Q3 | $350K | Hold |
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|
2019
Q2 | $368K | Hold |
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|
2019
Q1 | $324K | Hold |
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|
2018
Q4 | $270K | Hold |
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|
2018
Q3 | $322K | Hold |
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|
2018
Q2 | $291K | Hold |
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|
2018
Q1 | $304K | Sell |
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|
2017
Q4 | $304K | Buy |
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