Farther Finance Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65K | Sell |
370
-227
| -38% | -$39.9K | ﹤0.01% | 1995 |
|
|
2025
Q1 | $108K | Sell |
597
-19
| -3% | -$3.44K | ﹤0.01% | 1506 |
|
|
2024
Q4 | $129K | Sell |
616
-53
| -8% | -$11.1K | ﹤0.01% | 1200 |
|
|
2024
Q3 | $144K | Sell |
669
-57
| -8% | -$12.2K | 0.01% | 1144 |
|
|
2024
Q2 | $142K | Buy |
726
+333
| +85% | +$65.2K | 0.01% | 986 |
|
|
2024
Q1 | $94.7K | Buy |
393
+268
| +214% | +$64.6K | 0.01% | 959 |
|
|
2023
Q4 | $27.1K | Buy |
125
+77
| +160% | +$16.7K | ﹤0.01% | 1241 |
|
|
2023
Q3 | $9.99K | Buy |
48
+7
| +17% | +$1.46K | ﹤0.01% | 1291 |
|
|
2023
Q2 | $8.83K | Hold |
41
| – | – | ﹤0.01% | 1239 |
|
|
2023
Q1 | $9.47K | Hold |
41
| – | – | ﹤0.01% | 1135 |
|
|
2022
Q4 | $9.36K | Buy |
+41
| New | +$9.36K | ﹤0.01% | 969 |
|