Focus Partners 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 | $1.23M | Sell |
6,995
-325
| -4% | -$57.1K | ﹤0.01% | 1051 |
|
|
2025
Q1 | $1.32M | Sell |
7,320
-1,174
| -14% | -$212K | ﹤0.01% | 966 |
|
|
2024
Q4 | $1.78M | Buy |
8,494
+212
| +3% | +$44.4K | ﹤0.01% | 855 |
|
|
2024
Q3 | $1.78M | Buy |
8,282
+188
| +2% | +$40.3K | 0.01% | 785 |
|
|
2024
Q2 | $1.63M | Sell |
8,094
-223
| -3% | -$44.9K | 0.01% | 694 |
|
|
2024
Q1 | $2.03M | Buy |
8,317
+1,375
| +20% | +$336K | 0.02% | 479 |
|
|
2023
Q4 | $1.51M | Buy |
+6,942
| New | +$1.51M | 0.02% | 390 |
|