CIBC Private Wealth Group’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.1M | Sell |
177,024
-2,503
| -1% | -$439K | 0.06% | 239 |
|
|
2025
Q1 | $29.1M | Sell |
179,527
-1,767
| -1% | -$286K | 0.06% | 218 |
|
|
2024
Q4 | $37.9M | Sell |
181,294
-4,377
| -2% | -$914K | 0.07% | 203 |
|
|
2024
Q3 | $39.8M | Sell |
185,671
-1,011
| -0.5% | -$217K | 0.07% | 204 |
|
|
2024
Q2 | $36.5M | Sell |
186,682
-1,955
| -1% | -$382K | 0.07% | 200 |
|
|
2024
Q1 | $45.4M | Buy |
188,637
+205
| +0.1% | +$49.4K | 0.09% | 186 |
|
|
2023
Q4 | $40.9M | Buy |
188,432
+2,371
| +1% | +$515K | 0.09% | 189 |
|
|
2023
Q3 | $38.7M | Sell |
186,061
-1,924
| -1% | -$400K | 0.09% | 183 |
|
|
2023
Q2 | $40.5M | Buy |
187,985
+71,523
| +61% | +$15.4M | 0.09% | 189 |
|
|
2023
Q1 | $7.12M | Sell |
116,462
-4,444
| -4% | -$272K | 0.02% | 349 |
|
|
2022
Q4 | $27.1M | Buy |
120,906
+938
| +0.8% | +$210K | 0.09% | 145 |
|
|
2022
Q3 | $24M | Buy |
119,968
+1,496
| +1% | +$299K | 0.06% | 197 |
|
|
2022
Q2 | $21.5M | Sell |
118,472
-1,694
| -1% | -$308K | 0.06% | 225 |
|
|
2022
Q1 | $23M | Buy |
120,166
+3,806
| +3% | +$730K | 0.05% | 233 |
|
|
2021
Q4 | $27.5M | Buy |
116,360
+882
| +0.8% | +$208K | 0.06% | 218 |
|
|
2021
Q3 | $23.9M | Sell |
115,478
-247
| -0.2% | -$51.1K | 0.06% | 223 |
|
|
2021
Q2 | $25.5M | Buy |
115,725
+19,930
| +21% | +$4.39M | 0.06% | 222 |
|
|
2021
Q1 | $20.1M | Sell |
95,795
-2,423
| -2% | -$507K | 0.05% | 245 |
|
|
2020
Q4 | $19.6M | Sell |
98,218
-1,160
| -1% | -$231K | 0.05% | 245 |
|
|
2020
Q3 | $18.1M | Sell |
99,378
-93
| -0.1% | -$17K | 0.06% | 221 |
|
|
2020
Q2 | $15.7M | Buy |
99,471
+49,420
| +99% | +$7.81M | 0.08% | 173 |
|
|
2020
Q1 | $6.91M | Buy |
+50,051
| New | +$6.91M | 0.03% | 284 |
|