Choreo LLC’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,675
| Closed | -$665K | – | 1563 |
|
|
2025
Q1 | $665K | Sell |
3,675
-546
| -13% | -$98.8K | 0.01% | 704 |
|
|
2024
Q4 | $883K | Buy |
4,221
+987
| +31% | +$206K | 0.01% | 623 |
|
|
2024
Q3 | $687K | Sell |
3,234
-84
| -3% | -$17.9K | 0.01% | 748 |
|
|
2024
Q2 | $649K | Buy |
3,318
+564
| +20% | +$110K | 0.01% | 696 |
|
|
2024
Q1 | $672K | Buy |
2,754
+784
| +40% | +$191K | 0.02% | 360 |
|
|
2023
Q4 | $428K | Buy |
+1,970
| New | +$428K | 0.01% | 432 |
|