Frazier Financial 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 | $10.4K | Hold |
59
| – | – | 0.01% | 351 |
|
|
2025
Q1 | $10.7K | Hold |
59
| – | – | 0.01% | 322 |
|
|
2024
Q4 | $12.3K | Hold |
59
| – | – | 0.01% | 304 |
|
|
2024
Q3 | $12.7K | Hold |
59
| – | – | 0.01% | 323 |
|
|
2024
Q2 | $11.9K | Hold |
59
| – | – | 0.01% | 404 |
|
|
2024
Q1 | $14.4K | Hold |
59
| – | – | 0.01% | 327 |
|
|
2023
Q4 | $12.8K | Buy |
+59
| New | +$12.8K | 0.01% | 297 |
|