Corient Private Wealth’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36.3M | Buy |
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|
2025
Q2 | $38.9M | Sell |
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|
2025
Q1 | $41.6M | Sell |
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|
2024
Q4 | $53.7M | Buy |
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|
2024
Q3 | $16.3M | Buy |
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|
2024
Q2 | $7.51M | Sell |
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|
2024
Q1 | $16.9M | Buy |
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|
2023
Q4 | $14.8M | Buy |
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|
2023
Q3 | $13.7M | Sell |
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|
2023
Q2 | $14.3M | Buy |
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|
2023
Q1 | $7.65M | Sell |
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|
2022
Q4 | $7.65M | Buy |
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