Cerity Partners’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Buy |
18,658
+3,604
| +24% | +$633K | 0.01% | 1000 |
|
|
2025
Q1 | $2.72M | Sell |
15,054
-3,684
| -20% | -$667K | 0.01% | 975 |
|
|
2024
Q4 | $4.01M | Sell |
18,738
-1,894
| -9% | -$405K | 0.01% | 806 |
|
|
2024
Q3 | $4.43M | Buy |
20,632
+6,720
| +48% | +$1.44M | 0.01% | 743 |
|
|
2024
Q2 | $2.8M | Sell |
13,912
-3,830
| -22% | -$771K | 0.01% | 784 |
|
|
2024
Q1 | $4.33M | Buy |
17,742
+16,032
| +938% | +$3.91M | 0.01% | 684 |
|
|
2023
Q4 | $372K | Buy |
+1,710
| New | +$372K | ﹤0.01% | 1410 |
|
|
2023
Q2 | – | Sell |
-813
| Closed | -$1.1M | – | 1795 |
|
|
2023
Q1 | $1.1M | Buy |
+813
| New | +$1.1M | ﹤0.01% | 935 |
|
|
2021
Q1 | – | Sell |
-1,084
| Closed | -$216K | – | 720 |
|
|
2020
Q4 | $216K | Buy |
+1,084
| New | +$216K | 0.01% | 580 |
|