Checchi Capital 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 | $238K | Hold |
1,353
| – | – | 0.01% | 512 |
|
|
2025
Q1 | $245K | Sell |
1,353
-15
| -1% | -$2.72K | 0.01% | 506 |
|
|
2024
Q4 | $286K | Sell |
1,368
-29
| -2% | -$6.07K | 0.02% | 445 |
|
|
2024
Q3 | $300K | Buy |
1,397
+12
| +0.9% | +$2.57K | 0.02% | 444 |
|
|
2024
Q2 | $279K | Buy |
1,385
+67
| +5% | +$13.5K | 0.01% | 457 |
|
|
2024
Q1 | $322K | Sell |
1,318
-8
| -0.6% | -$1.95K | 0.03% | 425 |
|
|
2023
Q4 | $288K | Sell |
1,326
-93
| -7% | -$20.2K | 0.02% | 435 |
|
|
2023
Q3 | $295K | Sell |
1,419
-76
| -5% | -$15.8K | 0.03% | 404 |
|
|
2023
Q2 | $322K | Buy |
1,495
+58
| +4% | +$12.5K | 0.03% | 408 |
|
|
2023
Q1 | $332K | Sell |
1,437
-2
| -0.1% | -$462 | 0.03% | 382 |
|
|
2022
Q4 | $329K | Sell |
1,439
-24
| -2% | -$5.48K | 0.03% | 370 |
|
|
2022
Q3 | $292K | Buy |
1,463
+36
| +3% | +$7.19K | 0.03% | 394 |
|
|
2022
Q2 | $298K | Sell |
1,427
-17
| -1% | -$3.55K | 0.03% | 422 |
|
|
2022
Q1 | $277K | Buy |
1,444
+93
| +7% | +$17.8K | 0.02% | 424 |
|
|
2021
Q4 | $319K | Sell |
1,351
-63
| -4% | -$14.9K | 0.03% | 368 |
|
|
2021
Q3 | $293K | Buy |
1,414
+99
| +8% | +$20.5K | 0.03% | 368 |
|
|
2021
Q2 | $289K | Buy |
1,315
+46
| +4% | +$10.1K | 0.03% | 375 |
|
|
2021
Q1 | $266K | Buy |
1,269
+48
| +4% | +$10.1K | 0.03% | 398 |
|
|
2020
Q4 | $243K | Buy |
1,221
+45
| +4% | +$8.96K | 0.03% | 394 |
|
|
2020
Q3 | $215K | Sell |
1,176
-138
| -11% | -$25.2K | 0.02% | 381 |
|
|
2020
Q2 | $208K | Buy |
+1,314
| New | +$208K | 0.02% | 392 |
|
|
2019
Q2 | – | Sell |
-1,319
| Closed | -$200K | – | 429 |
|
|
2019
Q1 | $200K | Buy |
+1,319
| New | +$200K | 0.02% | 382 |
|
|
2018
Q4 | – | Sell |
-1,452
| Closed | -$219K | – | 401 |
|
|
2018
Q3 | $219K | Buy |
+1,452
| New | +$219K | 0.03% | 382 |
|
|
2016
Q3 | – | Sell |
-1,589
| Closed | -$130K | – | 771 |
|
|
2016
Q2 | $130K | Sell |
1,589
-10
| -0.6% | -$818 | 0.01% | 470 |
|
|
2016
Q1 | $133K | Buy |
+1,599
| New | +$133K | 0.03% | 467 |
|