Clearstead Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3K | Buy |
87
+79
| +988% | +$13.9K | ﹤0.01% | 1731 |
|
|
2025
Q1 | $1.45K | Hold |
8
| – | – | ﹤0.01% | 1940 |
|
|
2024
Q4 | $1.68K | Sell |
8
-325
| -98% | -$68K | ﹤0.01% | 1865 |
|
|
2024
Q3 | $71.4K | Sell |
333
-10
| -3% | -$2.15K | ﹤0.01% | 1116 |
|
|
2024
Q2 | $69K | Buy |
343
+20
| +6% | +$4.02K | ﹤0.01% | 1083 |
|
|
2024
Q1 | $72.8K | Buy |
323
+40
| +14% | +$9.02K | ﹤0.01% | 677 |
|
|
2023
Q4 | $61.4K | Sell |
283
-301
| -52% | -$65.4K | ﹤0.01% | 693 |
|
|
2023
Q3 | $121K | Buy |
584
+161
| +38% | +$33.5K | ﹤0.01% | 681 |
|
|
2023
Q2 | $91.1K | Buy |
423
+140
| +49% | +$30.1K | 0.01% | 600 |
|
|
2023
Q1 | $65.4K | Buy |
283
+255
| +911% | +$58.9K | ﹤0.01% | 605 |
|
|
2022
Q4 | $6.39K | Hold |
28
| – | – | ﹤0.01% | 958 |
|
|
2022
Q3 | $6K | Buy |
+28
| New | +$6K | ﹤0.01% | 951 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | -$1K | – | 1415 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1181 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 1210 |
|
|
2021
Q2 | $1K | Sell |
3
-12
| -80% | -$4K | ﹤0.01% | 1155 |
|
|
2021
Q1 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 920 |
|