EverSource Wealth Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Buy |
1,043
+304
| +41% | +$53.4K | 0.01% | 894 |
|
|
2025
Q1 | $134K | Buy |
739
+149
| +25% | +$27K | 0.01% | 806 |
|
|
2024
Q4 | $123K | Buy |
590
+196
| +50% | +$41K | 0.01% | 842 |
|
|
2024
Q3 | $84.5K | Buy |
394
+50
| +15% | +$10.7K | 0.01% | 855 |
|
|
2024
Q2 | $71.7K | Buy |
344
+57
| +20% | +$11.9K | ﹤0.01% | 931 |
|
|
2024
Q1 | $63.3K | Buy |
287
+80
| +39% | +$17.6K | 0.01% | 881 |
|
|
2023
Q4 | $45.1K | Hold |
207
| – | – | ﹤0.01% | 940 |
|
|
2023
Q3 | $43.1K | Buy |
207
+43
| +26% | +$8.96K | ﹤0.01% | 868 |
|
|
2023
Q2 | $35.3K | Buy |
164
+50
| +44% | +$10.8K | ﹤0.01% | 965 |
|
|
2023
Q1 | $26.3K | Buy |
114
+54
| +90% | +$12.5K | ﹤0.01% | 986 |
|
|
2022
Q4 | $13.7K | Sell |
60
-5
| -8% | -$1.14K | ﹤0.01% | 1204 |
|
|
2022
Q3 | $13K | Sell |
65
-10
| -13% | -$2K | ﹤0.01% | 1043 |
|
|
2022
Q2 | $14K | Sell |
75
-16
| -18% | -$2.99K | ﹤0.01% | 931 |
|
|
2022
Q1 | $18K | Sell |
91
-42
| -32% | -$8.31K | ﹤0.01% | 738 |
|
|
2021
Q4 | $31K | Buy |
+133
| New | +$31K | 0.01% | 524 |
|