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Centerpoint Advisors’s IDEX IEX Stock Holding History

Centerpoint Advisors’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$168K Hold
958
– – 0.06% 89
2025
Q1 		$173K Hold
958
– – 0.06% 89
2024
Q4 		$200K Sell
958
-44
-4% -$9.19K 0.07% 91
2024
Q3 		$215K Hold
1,002
– – 0.07% 84
2024
Q2 		$202K Hold
1,002
– – 0.07% 87
2024
Q1 		$245K Sell
1,002
-44
-4% -$10.8K 0.09% 78
2023
Q4 		$227K Sell
1,046
-140
-12% -$30.4K 0.09% 79
2023
Q3 		$247K Hold
1,186
– – 0.1% 79
2023
Q2 		$255K Hold
1,186
– – 0.1% 79
2023
Q1 		$274K Hold
1,186
– – 0.12% 76
2022
Q4 		$271K Hold
1,186
– – 0.13% 72
2022
Q3 		$237K Sell
1,186
-15
-1% -$3K 0.13% 70
2022
Q2 		$218K Sell
1,201
-630
-34% -$114K 0.11% 77
2022
Q1 		$351K Sell
1,831
-168
-8% -$32.2K 0.16% 56
2021
Q4 		$472K Hold
1,999
– – 0.21% 47
2021
Q3 		$414K Hold
1,999
– – 0.2% 50
2021
Q2 		$440K Hold
1,999
– – 0.21% 51
2021
Q1 		$418K Hold
1,999
– – 0.25% 33
2020
Q4 		$398K Hold
1,999
– – 0.26% 32
2020
Q3 		$365K Sell
1,999
-14
-0.7% -$2.56K 0.27% 33
2020
Q2 		$318K Buy
2,013
+14
+0.7% +$2.21K 0.26% 35
2020
Q1 		$276K Hold
1,999
– – 0.27% 30
2019
Q4 		$344K Sell
1,999
-136
-6% -$23.4K 0.25% 32
2019
Q3 		$350K Hold
2,135
– – 0.28% 31
2019
Q2 		$368K Hold
2,135
– – 0.29% 30
2019
Q1 		$324K Hold
2,135
– – 0.28% 32
2018
Q4 		$270K Hold
2,135
– – 0.26% 34
2018
Q3 		$322K Hold
2,135
– – 0.25% 28
2018
Q2 		$291K Hold
2,135
– – 0.24% 30
2018
Q1 		$304K Sell
2,135
-165
-7% -$23.5K 0.26% 27
2017
Q4 		$304K Buy
+2,300
New +$304K 0.27% 24