DiNuzzo Private Wealth’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93K | Buy |
11
+2
| +22% | +$351 | ﹤0.01% | 626 |
|
|
2025
Q1 | $1.63K | Sell |
9
-3
| -25% | -$543 | ﹤0.01% | 660 |
|
|
2024
Q4 | $2.51K | Hold |
12
| – | – | ﹤0.01% | 514 |
|
|
2024
Q3 | $2.57K | Buy |
12
+1
| +9% | +$215 | ﹤0.01% | 526 |
|
|
2024
Q2 | $2.21K | Buy |
11
+2
| +22% | +$403 | ﹤0.01% | 490 |
|
|
2024
Q1 | $2.2K | Sell |
9
-1
| -10% | -$244 | ﹤0.01% | 442 |
|
|
2023
Q4 | $2.17K | Buy |
+10
| New | +$2.17K | ﹤0.01% | 409 |
|