Corient Private Wealth’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.4M | Sell |
224,394
-5,711
| -2% | -$1M | 0.04% | 307 |
|
|
2025
Q1 | $41.6M | Sell |
230,105
-26,664
| -10% | -$4.83M | 0.07% | 254 |
|
|
2024
Q4 | $53.7M | Buy |
256,769
+180,601
| +237% | +$37.8M | 0.09% | 212 |
|
|
2024
Q3 | $16.3M | Buy |
76,168
+38,822
| +104% | +$8.33M | 0.03% | 438 |
|
|
2024
Q2 | $7.51M | Sell |
37,346
-32,036
| -46% | -$6.45M | 0.01% | 599 |
|
|
2024
Q1 | $16.9M | Buy |
69,382
+1,195
| +2% | +$292K | 0.03% | 423 |
|
|
2023
Q4 | $14.8M | Buy |
68,187
+2,399
| +4% | +$521K | 0.03% | 447 |
|
|
2023
Q3 | $13.7M | Sell |
65,788
-616
| -0.9% | -$128K | 0.03% | 423 |
|
|
2023
Q2 | $14.3M | Buy |
66,404
+33,282
| +100% | +$7.16M | 0.03% | 408 |
|
|
2023
Q1 | $7.65M | Sell |
33,122
-375
| -1% | -$86.6K | 0.02% | 482 |
|
|
2022
Q4 | $7.65M | Buy |
+33,497
| New | +$7.65M | 0.03% | 413 |
|