Clearstead Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3K | Buy |
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|
2025
Q1 | $1.45K | Hold |
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|
2024
Q4 | $1.68K | Sell |
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|
2024
Q3 | $71.4K | Sell |
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|
2024
Q2 | $69K | Buy |
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|
2024
Q1 | $72.8K | Buy |
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|
2023
Q4 | $61.4K | Sell |
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|
2023
Q3 | $121K | Buy |
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|
2023
Q2 | $91.1K | Buy |
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|
2023
Q1 | $65.4K | Buy |
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|
2022
Q4 | $6.39K | Hold |
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|
2022
Q3 | $6K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Sell |
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|
2021
Q1 | $3K | Buy |
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