EverSource Wealth 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 | $183K | Buy |
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|
2025
Q1 | $134K | Buy |
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|
2024
Q4 | $123K | Buy |
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|
2024
Q3 | $84.5K | Buy |
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|
2024
Q2 | $71.7K | Buy |
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|
2024
Q1 | $63.3K | Buy |
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|
2023
Q4 | $45.1K | Hold |
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|
2023
Q3 | $43.1K | Buy |
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|
2023
Q2 | $35.3K | Buy |
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|
2023
Q1 | $26.3K | Buy |
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|
2022
Q4 | $13.7K | Sell |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $14K | Sell |
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|
2022
Q1 | $18K | Sell |
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|
2021
Q4 | $31K | Buy |
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