Crewe Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352 | Hold |
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|
2025
Q1 | $362 | Hold |
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|
2024
Q4 | $419 | Sell |
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|
2024
Q3 | $3.86K | Hold |
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|
2024
Q2 | $3.62K | Hold |
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|
2024
Q1 | $4.39K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $431 | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.34K | Sell |
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|
2022
Q3 | $9K | Hold |
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|
2022
Q2 | $8K | Buy |
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