Concourse Financial Group Securities’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3916 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 5160 |
|
|
2024
Q3 | – | Sell |
-20
| Closed | -$4.02K | – | 5145 |
|
|
2024
Q2 | $4.02K | Buy |
20
+7
| +54% | +$1.41K | ﹤0.01% | 1903 |
|
|
2024
Q1 | $3.17K | Hold |
13
| – | – | ﹤0.01% | 1975 |
|
|
2023
Q4 | $2.82K | Sell |
13
-203
| -94% | -$44.1K | ﹤0.01% | 1964 |
|
|
2023
Q3 | $44.9K | Sell |
216
-8
| -4% | -$1.66K | ﹤0.01% | 1120 |
|
|
2023
Q2 | $48.2K | Buy |
224
+1
| +0.4% | +$215 | ﹤0.01% | 1100 |
|
|
2023
Q1 | $51.5K | Sell |
223
-23
| -9% | -$5.31K | ﹤0.01% | 1078 |
|
|
2022
Q4 | $56.2K | Buy |
246
+23
| +10% | +$5.25K | ﹤0.01% | 1028 |
|
|
2022
Q3 | $45K | Buy |
223
+28
| +14% | +$5.65K | ﹤0.01% | 981 |
|
|
2022
Q2 | $35K | Hold |
195
| – | – | ﹤0.01% | 1228 |
|
|
2022
Q1 | $37K | Sell |
195
-49
| -20% | -$9.3K | ﹤0.01% | 1248 |
|
|
2021
Q4 | $58K | Buy |
244
+51
| +26% | +$12.1K | ﹤0.01% | 1223 |
|
|
2021
Q3 | $40K | Sell |
193
-57
| -23% | -$11.8K | ﹤0.01% | 1403 |
|
|
2021
Q2 | $55K | Sell |
250
-4
| -2% | -$880 | ﹤0.01% | 1266 |
|
|
2021
Q1 | $53K | Buy |
254
+59
| +30% | +$12.3K | ﹤0.01% | 1200 |
|
|
2020
Q4 | $39K | Buy |
195
+23
| +13% | +$4.6K | ﹤0.01% | 1221 |
|
|
2020
Q3 | $31K | Buy |
172
+128
| +291% | +$23.1K | ﹤0.01% | 1216 |
|
|
2020
Q2 | $7K | Buy |
44
+10
| +29% | +$1.59K | ﹤0.01% | 1586 |
|
|
2020
Q1 | $5K | Hold |
34
| – | – | ﹤0.01% | 1652 |
|
|
2019
Q4 | $6K | Hold |
34
| – | – | ﹤0.01% | 1571 |
|
|
2019
Q3 | $6K | Sell |
34
-4
| -11% | -$706 | ﹤0.01% | 1271 |
|
|
2019
Q2 | $7K | Sell |
38
-1
| -3% | -$184 | ﹤0.01% | 1608 |
|
|
2019
Q1 | $5K | Buy |
39
+30
| +333% | +$3.85K | ﹤0.01% | 1733 |
|
|
2018
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 2017 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3328 |
|