Cetera Investment Advisers’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Buy |
5,308
+653
| +14% | +$115K | ﹤0.01% | 2435 |
|
|
2025
Q1 | $842K | Sell |
4,655
-212
| -4% | -$38.4K | ﹤0.01% | 2404 |
|
|
2024
Q4 | $1.02M | Buy |
4,867
+758
| +18% | +$159K | ﹤0.01% | 2144 |
|
|
2024
Q3 | $881K | Sell |
4,109
-790
| -16% | -$169K | ﹤0.01% | 2211 |
|
|
2024
Q2 | $986K | Sell |
4,899
-2,003
| -29% | -$403K | ﹤0.01% | 2086 |
|
|
2024
Q1 | $1.68M | Buy |
6,902
+5,182
| +301% | +$1.26M | ﹤0.01% | 1685 |
|
|
2023
Q4 | $373K | Buy |
1,720
+237
| +16% | +$51.5K | ﹤0.01% | 1653 |
|
|
2023
Q3 | $309K | Sell |
1,483
-605
| -29% | -$126K | ﹤0.01% | 1706 |
|
|
2023
Q2 | $450K | Sell |
2,088
-2,073
| -50% | -$446K | ﹤0.01% | 1507 |
|
|
2023
Q1 | $961K | Sell |
4,161
-52
| -1% | -$12K | 0.01% | 1051 |
|
|
2022
Q4 | $962K | Buy |
4,213
+2,194
| +109% | +$501K | 0.01% | 1006 |
|
|
2022
Q3 | $404K | Sell |
2,019
-330
| -14% | -$66K | 0.01% | 1091 |
|
|
2022
Q2 | $427K | Buy |
2,349
+176
| +8% | +$32K | 0.01% | 1202 |
|
|
2022
Q1 | $417K | Sell |
2,173
-16
| -0.7% | -$3.07K | 0.01% | 1283 |
|
|
2021
Q4 | $517K | Buy |
2,189
+639
| +41% | +$151K | 0.01% | 1166 |
|
|
2021
Q3 | $321K | Buy |
1,550
+101
| +7% | +$20.9K | 0.01% | 1393 |
|
|
2021
Q2 | $319K | Buy |
1,449
+493
| +52% | +$109K | 0.01% | 1374 |
|
|
2021
Q1 | $200K | Buy |
+956
| New | +$200K | ﹤0.01% | 1486 |
|
|
2020
Q3 | – | Sell |
-1,469
| Closed | -$232K | – | 653 |
|
|
2020
Q2 | $232K | Buy |
+1,469
| New | +$232K | 0.02% | 539 |
|