Colonial Trust’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702 | Buy |
+4
| New | +$702 | ﹤0.01% | 1041 |
|
|
2025
Q1 | – | Sell |
-4
| Closed | -$840 | – | 1217 |
|
|
2024
Q4 | $840 | Buy |
4
+2
| +100% | +$420 | ﹤0.01% | 1262 |
|
|
2024
Q3 | $430 | Buy |
+2
| New | +$430 | ﹤0.01% | 1059 |
|
|
2023
Q3 | – | Sell |
-267
| Closed | -$57.5K | – | 974 |
|
|
2023
Q2 | $57.5K | Hold |
267
| – | – | 0.01% | 458 |
|
|
2023
Q1 | $61.7K | Hold |
267
| – | – | 0.02% | 426 |
|
|
2022
Q4 | $61K | Buy |
+267
| New | +$61K | 0.02% | 405 |
|