Colonial Trust Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35
| Closed | -$7.33K | – | 700 |
|
|
2024
Q4 | $7.33K | Hold |
35
| – | – | ﹤0.01% | 523 |
|
|
2024
Q3 | $7.51K | Hold |
35
| – | – | ﹤0.01% | 571 |
|
|
2024
Q2 | $7.04K | Hold |
35
| – | – | ﹤0.01% | 563 |
|
|
2024
Q1 | $8.54K | Hold |
35
| – | – | ﹤0.01% | 620 |
|
|
2023
Q4 | $7.6K | Hold |
35
| – | – | ﹤0.01% | 547 |
|
|
2023
Q3 | $7.28K | Hold |
35
| – | – | ﹤0.01% | 557 |
|
|
2023
Q2 | $7.53K | Hold |
35
| – | – | ﹤0.01% | 568 |
|
|
2023
Q1 | $8.09K | Hold |
35
| – | – | ﹤0.01% | 549 |
|
|
2022
Q4 | $7.99K | Buy |
+35
| New | +$7.99K | ﹤0.01% | 557 |
|