CIA
Compass Ion Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Sell |
4,922
-2
| -0% | -$351 | 0.09% | 116 |
|
|
2025
Q1 | $891K | Buy |
4,924
+2
| +0% | +$362 | 0.11% | 108 |
|
|
2024
Q4 | $1.03M | Sell |
4,922
-180
| -4% | -$37.7K | 0.12% | 97 |
|
|
2024
Q3 | $1.09M | Buy |
5,102
+555
| +12% | +$119K | 0.13% | 91 |
|
|
2024
Q2 | $1.11M | Hold |
4,547
| – | – | 0.16% | 81 |
|
|
2024
Q1 | $1.11M | Sell |
4,547
-2,675
| -37% | -$653K | 0.16% | 82 |
|
|
2023
Q4 | $1.57M | Sell |
7,222
-1
| -0% | -$217 | 0.24% | 61 |
|
|
2023
Q3 | $1.5M | Buy |
+7,223
| New | +$1.5M | 0.26% | 58 |
|