Gen-Wealth Partners’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
1,481
+165
| +13% | +$29K | 0.1% | 188 |
|
|
2025
Q1 | $238K | Sell |
1,316
-7
| -0.5% | -$1.27K | 0.1% | 189 |
|
|
2024
Q4 | $277K | Buy |
1,323
+18
| +1% | +$3.77K | 0.12% | 171 |
|
|
2024
Q3 | $285K | Buy |
1,305
+318
| +32% | +$69.5K | 0.12% | 173 |
|
|
2024
Q2 | $199K | Buy |
987
+208
| +27% | +$41.9K | 0.1% | 209 |
|
|
2024
Q1 | $190K | Buy |
+779
| New | +$190K | 0.09% | 208 |
|