Commonwealth Equity Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $281K | Sell |
1,480
-81
| -5% | -$16K | ﹤0.01% | 3694 |
|
|
2025
Q4 | $278K | Buy |
+1,561
| New | +$267K | ﹤0.01% | 3713 |
|
|
2025
Q3 | – | Sell |
-1,232
| Closed | -$216K | – | 4339 |
|
|
2025
Q2 | $216K | Buy |
1,232
+62
| +5% | +$11K | ﹤0.01% | 3863 |
|
|
2025
Q1 | $212K | Buy |
1,170
+32
| +3% | +$6.37K | ﹤0.01% | 3782 |
|
|
2024
Q4 | $238K | Sell |
1,138
-520
| -31% | -$114K | ﹤0.01% | 3617 |
|
|
2024
Q3 | $356K | Sell |
1,658
-608
| -27% | -$123K | ﹤0.01% | 3202 |
|
|
2024
Q2 | $456K | Sell |
2,266
-575
| -20% | -$126K | ﹤0.01% | 2910 |
|
|
2024
Q1 | $693K | Sell |
2,841
-944
| -25% | -$213K | ﹤0.01% | 2536 |
|
|
2023
Q4 | $822K | Sell |
3,785
-504
| -12% | -$102K | ﹤0.01% | 2308 |
|
|
2023
Q3 | $892K | Buy |
4,289
+53
| +1% | +$11.5K | ﹤0.01% | 2162 |
|
|
2023
Q2 | $912K | Sell |
4,236
-2
| -0% | -$420 | ﹤0.01% | 2170 |
|
|
2023
Q1 | $979 | Sell |
4,238
-250
| -6% | -$56.8K | ﹤0.01% | 2060 |
|
|
2022
Q4 | $1.02M | Buy |
4,488
+654
| +17% | +$146K | ﹤0.01% | 1950 |
|
|
2022
Q3 | $766K | Buy |
3,834
+448
| +13% | +$90.6K | ﹤0.01% | 2092 |
|
|
2022
Q2 | $615K | Sell |
3,386
-284
| -8% | -$53.5K | ﹤0.01% | 2256 |
|
|
2022
Q1 | $703K | Buy |
3,670
+251
| +7% | +$50.9K | ﹤0.01% | 2260 |
|
|
2021
Q4 | $808K | Buy |
3,419
+46
| +1% | +$10.4K | ﹤0.01% | 2143 |
|
|
2021
Q3 | $698K | Buy |
3,373
+734
| +28% | +$163K | ﹤0.01% | 2214 |
|
|
2021
Q2 | $580K | Buy |
2,639
+660
| +33% | +$146K | ﹤0.01% | 2351 |
|
|
2021
Q1 | $414K | Buy |
1,979
+11
| +0.6% | +$2.18K | ﹤0.01% | 2478 |
|
|
2020
Q4 | $392K | Buy |
1,968
+27
| +1% | +$5.13K | ﹤0.01% | 2329 |
|
|
2020
Q3 | $354K | Sell |
1,941
-557
| -22% | -$96.5K | ﹤0.01% | 2229 |
|
|
2020
Q2 | $394K | Buy |
2,498
+63
| +3% | +$9.63K | ﹤0.01% | 2071 |
|
|
2020
Q1 | $336K | Sell |
2,435
-153
| -6% | -$24K | ﹤0.01% | 1990 |
|
|
2019
Q4 | $445K | Buy |
2,588
+252
| +11% | +$40.8K | ﹤0.01% | 2006 |
|
|
2019
Q3 | $382K | Hold |
2,336
| – | – | ﹤0.01% | 2037 |
|
|
2019
Q2 | $402K | Buy |
2,336
+2
| +0.1% | +$314 | ﹤0.01% | 1968 |
|
|
2019
Q1 | $354K | Buy |
2,334
+1
| +0% | +$141 | ﹤0.01% | 2018 |
|
|
2018
Q4 | $294K | Buy |
+2,333
| New | +$312K | ﹤0.01% | 2031 |
|
|
2018
Q1 | – | Sell |
-1,894
| Closed | -$250K | – | 2756 |
|
|
2017
Q4 | $250K | Buy |
1,894
+1
| +0.1% | +$129 | ﹤0.01% | 2193 |
|
|
2017
Q3 | $230K | Buy |
1,893
+70
| +4% | +$8.17K | ﹤0.01% | 2162 |
|
|
2017
Q2 | $206K | Buy |
+1,823
| New | +$192K | ﹤0.01% | 2204 |
|
|
2016
Q4 | – | Sell |
-2,152
| Closed | -$201K | – | 2344 |
|
|
2016
Q3 | $201K | Buy |
+2,152
| New | +$194K | ﹤0.01% | 1984 |
|
Other funds holding IEX
VCM
VPM
