Covestor’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 | $56K | Sell |
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|
2025
Q2 | $83K | Buy |
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|
2025
Q1 | $59K | Sell |
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|
2024
Q4 | $146K | Buy |
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|
2024
Q3 | $148K | Buy |
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|
2024
Q2 | $106K | Sell |
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|
2024
Q1 | $133K | Buy |
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|
2023
Q4 | $74K | Buy |
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|
2023
Q3 | $64K | Buy |
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|
2023
Q2 | $56K | Sell |
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|
2023
Q1 | $64K | Buy |
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|
2022
Q4 | $55K | Sell |
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|
2022
Q3 | $99K | Buy |
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|
2022
Q2 | $81K | Buy |
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|
2022
Q1 | $54K | Buy |
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|
2021
Q4 | $63K | Buy |
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