Forum Financial Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
1,474
+188
| +15% | +$33K | ﹤0.01% | 754 |
|
|
2025
Q1 | $233K | Buy |
1,286
+3
| +0.2% | +$543 | ﹤0.01% | 738 |
|
|
2024
Q4 | $269K | Buy |
+1,283
| New | +$269K | ﹤0.01% | 680 |
|
|
2022
Q1 | – | Sell |
-1,122
| Closed | -$265K | – | 642 |
|
|
2021
Q4 | $265K | Buy |
+1,122
| New | +$265K | 0.01% | 474 |
|