Covestor’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83K | Buy |
472
+146
| +45% | +$25.7K | 0.05% | 660 |
|
|
2025
Q1 | $59K | Sell |
326
-372
| -53% | -$67.3K | 0.04% | 776 |
|
|
2024
Q4 | $146K | Buy |
698
+6
| +0.9% | +$1.26K | 0.09% | 302 |
|
|
2024
Q3 | $148K | Buy |
692
+165
| +31% | +$35.3K | 0.09% | 316 |
|
|
2024
Q2 | $106K | Sell |
527
-19
| -3% | -$3.82K | 0.07% | 446 |
|
|
2024
Q1 | $133K | Buy |
546
+206
| +61% | +$50.2K | 0.08% | 339 |
|
|
2023
Q4 | $74K | Buy |
340
+34
| +11% | +$7.4K | 0.05% | 671 |
|
|
2023
Q3 | $64K | Buy |
306
+48
| +19% | +$10K | 0.05% | 650 |
|
|
2023
Q2 | $56K | Sell |
258
-19
| -7% | -$4.12K | 0.04% | 735 |
|
|
2023
Q1 | $64K | Buy |
277
+38
| +16% | +$8.78K | 0.06% | 614 |
|
|
2022
Q4 | $55K | Sell |
239
-256
| -52% | -$58.9K | 0.04% | 692 |
|
|
2022
Q3 | $99K | Buy |
495
+52
| +12% | +$10.4K | 0.09% | 357 |
|
|
2022
Q2 | $81K | Buy |
443
+160
| +57% | +$29.3K | 0.06% | 516 |
|
|
2022
Q1 | $54K | Buy |
283
+17
| +6% | +$3.24K | 0.04% | 777 |
|
|
2021
Q4 | $63K | Buy |
+266
| New | +$63K | 0.09% | 401 |
|