Creative Financial Designs’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34K | Sell |
19
-21
| -53% | -$3.69K | ﹤0.01% | 1597 |
|
|
2025
Q1 | $7.24K | Hold |
40
| – | – | ﹤0.01% | 1378 |
|
|
2024
Q4 | $8.37K | Hold |
40
| – | – | ﹤0.01% | 1301 |
|
|
2024
Q3 | $8.58K | Hold |
40
| – | – | ﹤0.01% | 1243 |
|
|
2024
Q2 | $8.05K | Hold |
40
| – | – | ﹤0.01% | 1215 |
|
|
2024
Q1 | $9.76K | Hold |
40
| – | – | ﹤0.01% | 1148 |
|
|
2023
Q4 | $8.68K | Hold |
40
| – | – | ﹤0.01% | 1131 |
|
|
2023
Q3 | $8.32K | Hold |
40
| – | – | ﹤0.01% | 1077 |
|
|
2023
Q2 | $8.61K | Hold |
40
| – | – | ﹤0.01% | 1062 |
|
|
2023
Q1 | $9.24K | Hold |
40
| – | – | ﹤0.01% | 979 |
|
|
2022
Q4 | $9.13K | Hold |
40
| – | – | ﹤0.01% | 917 |
|
|
2022
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 934 |
|
|
2022
Q2 | $7K | Hold |
40
| – | – | ﹤0.01% | 937 |
|
|
2022
Q1 | $8K | Hold |
40
| – | – | ﹤0.01% | 952 |
|
|
2021
Q4 | $9K | Hold |
40
| – | – | ﹤0.01% | 923 |
|
|
2021
Q3 | $8K | Hold |
40
| – | – | ﹤0.01% | 1061 |
|
|
2021
Q2 | $9K | Hold |
40
| – | – | ﹤0.01% | 1044 |
|
|
2021
Q1 | $8K | Hold |
40
| – | – | ﹤0.01% | 973 |
|
|
2020
Q4 | $8K | Hold |
40
| – | – | ﹤0.01% | 900 |
|
|
2020
Q3 | $7K | Hold |
40
| – | – | ﹤0.01% | 872 |
|
|
2020
Q2 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 845 |
|
|
2018
Q4 | – | Sell |
-40
| Closed | -$6K | – | 670 |
|
|
2018
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 506 |
|
|
2018
Q2 | $5K | Hold |
40
| – | – | ﹤0.01% | 548 |
|
|
2018
Q1 | $6K | Hold |
40
| – | – | ﹤0.01% | 475 |
|
|
2017
Q4 | $5K | Hold |
40
| – | – | ﹤0.01% | 499 |
|
|
2017
Q3 | $5K | Hold |
40
| – | – | ﹤0.01% | 507 |
|
|
2017
Q2 | $5K | Hold |
40
| – | – | ﹤0.01% | 521 |
|
|
2017
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 515 |
|
|
2016
Q4 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 506 |
|