Congress Wealth Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-945
| Closed | -$205K | – | 606 |
|
|
2023
Q4 | $205K | Sell |
945
-56,519
| -98% | -$12.3M | ﹤0.01% | 592 |
|
|
2023
Q3 | $12M | Buy |
57,464
+1,193
| +2% | +$248K | 0.25% | 116 |
|
|
2023
Q2 | $12.1M | Buy |
56,271
+328
| +0.6% | +$70.6K | 0.28% | 109 |
|
|
2023
Q1 | $12.9M | Buy |
55,943
+201
| +0.4% | +$46.4K | 0.31% | 82 |
|
|
2022
Q4 | $12.7M | Sell |
55,742
-830
| -1% | -$190K | 0.33% | 75 |
|
|
2022
Q3 | $11.3M | Buy |
56,572
+2,040
| +4% | +$408K | 0.3% | 86 |
|
|
2022
Q2 | $9.9M | Buy |
54,532
+118
| +0.2% | +$21.4K | 0.25% | 117 |
|
|
2022
Q1 | $10.4M | Buy |
54,414
+2,762
| +5% | +$530K | 0.23% | 125 |
|
|
2021
Q4 | $12.2M | Buy |
+51,652
| New | +$12.2M | 0.24% | 114 |
|