Connecticut Wealth Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,024
| Closed | -$214K | – | 313 |
|
|
2024
Q4 | $214K | Hold |
1,024
| – | – | 0.01% | 257 |
|
|
2024
Q3 | $220K | Hold |
1,024
| – | – | 0.01% | 304 |
|
|
2024
Q2 | $206K | Hold |
1,024
| – | – | 0.01% | 311 |
|
|
2024
Q1 | $250K | Hold |
1,024
| – | – | 0.01% | 288 |
|
|
2023
Q4 | $222K | Sell |
1,024
-118
| -10% | -$25.6K | 0.01% | 301 |
|
|
2023
Q3 | $238K | Hold |
1,142
| – | – | 0.02% | 262 |
|
|
2023
Q2 | $246K | Hold |
1,142
| – | – | 0.02% | 229 |
|
|
2023
Q1 | $264K | Buy |
1,142
+242
| +27% | +$55.9K | 0.02% | 213 |
|
|
2022
Q4 | $205K | Buy |
+900
| New | +$205K | 0.02% | 194 |
|
|
2022
Q1 | – | Sell |
-891
| Closed | -$211K | – | 200 |
|
|
2021
Q4 | $211K | Buy |
+891
| New | +$211K | 0.02% | 193 |
|