Crewe Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352 | Hold |
2
| – | – | ﹤0.01% | 680 |
|
|
2025
Q1 | $362 | Hold |
2
| – | – | ﹤0.01% | 654 |
|
|
2024
Q4 | $419 | Sell |
2
-16
| -89% | -$3.35K | ﹤0.01% | 576 |
|
|
2024
Q3 | $3.86K | Hold |
18
| – | – | ﹤0.01% | 597 |
|
|
2024
Q2 | $3.62K | Hold |
18
| – | – | ﹤0.01% | 843 |
|
|
2024
Q1 | $4.39K | Buy |
+18
| New | +$4.39K | ﹤0.01% | 752 |
|
|
2023
Q3 | – | Sell |
-2
| Closed | -$431 | – | 739 |
|
|
2023
Q2 | $431 | Buy |
+2
| New | +$431 | ﹤0.01% | 643 |
|
|
2023
Q1 | – | Sell |
-19
| Closed | -$4.34K | – | 931 |
|
|
2022
Q4 | $4.34K | Sell |
19
-24
| -56% | -$5.48K | ﹤0.01% | 702 |
|
|
2022
Q3 | $9K | Hold |
43
| – | – | ﹤0.01% | 694 |
|
|
2022
Q2 | $8K | Buy |
+43
| New | +$8K | ﹤0.01% | 658 |
|