CVA Family Office’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.25K | Buy |
47
+40
| +571% | +$7.02K | ﹤0.01% | 832 |
|
|
2025
Q1 | $1.27K | Sell |
7
-22
| -76% | -$3.98K | ﹤0.01% | 1065 |
|
|
2024
Q4 | $6.07K | Buy |
29
+14
| +93% | +$2.93K | ﹤0.01% | 856 |
|
|
2024
Q3 | $3.22K | Sell |
15
-2
| -12% | -$429 | ﹤0.01% | 911 |
|
|
2024
Q2 | $3.42K | Buy |
17
+2
| +13% | +$402 | ﹤0.01% | 880 |
|
|
2024
Q1 | $3.66K | Hold |
15
| – | – | ﹤0.01% | 869 |
|
|
2023
Q4 | $3.26K | Buy |
+15
| New | +$3.26K | ﹤0.01% | 856 |
|
|
2023
Q3 | – | Sell |
-121
| Closed | -$26K | – | 569 |
|
|
2023
Q2 | $26K | Buy |
121
+5
| +4% | +$1.08K | 0.01% | 567 |
|
|
2023
Q1 | $26.8K | Hold |
116
| – | – | 0.01% | 539 |
|
|
2022
Q4 | $26.5K | Hold |
116
| – | – | 0.01% | 516 |
|
|
2022
Q3 | $23K | Hold |
116
| – | – | 0.01% | 500 |
|
|
2022
Q2 | $21K | Buy |
116
+10
| +9% | +$1.81K | 0.01% | 530 |
|
|
2022
Q1 | $20K | Sell |
106
-10
| -9% | -$1.89K | ﹤0.01% | 560 |
|
|
2021
Q4 | $27K | Buy |
+116
| New | +$27K | 0.01% | 474 |
|
|
2021
Q3 | – | Sell |
-101
| Closed | -$22K | – | 593 |
|
|
2021
Q2 | $22K | Buy |
+101
| New | +$22K | 0.01% | 512 |
|