Glassman Wealth Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-64
| Closed | -$13.9K | – | 958 |
|
|
2023
Q4 | $13.9K | Buy |
64
+24
| +60% | +$5.21K | ﹤0.01% | 796 |
|
|
2023
Q3 | $8.32K | Sell |
40
-3
| -7% | -$624 | ﹤0.01% | 906 |
|
|
2023
Q2 | $9.26K | Sell |
43
-2
| -4% | -$431 | ﹤0.01% | 833 |
|
|
2023
Q1 | $10.4K | Buy |
45
+5
| +13% | +$1.16K | ﹤0.01% | 804 |
|
|
2022
Q4 | $9.13K | Sell |
40
-1
| -2% | -$228 | ﹤0.01% | 856 |
|
|
2022
Q3 | $8K | Buy |
41
+9
| +28% | +$1.76K | ﹤0.01% | 863 |
|
|
2022
Q2 | $6K | Sell |
32
-1
| -3% | -$188 | ﹤0.01% | 950 |
|
|
2022
Q1 | $6K | Buy |
33
+13
| +65% | +$2.36K | ﹤0.01% | 966 |
|
|
2021
Q4 | $5K | Buy |
20
+9
| +82% | +$2.25K | ﹤0.01% | 984 |
|
|
2021
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 1177 |
|
|
2021
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 1147 |
|
|
2021
Q1 | $2K | Buy |
11
+2
| +22% | +$364 | ﹤0.01% | 1102 |
|
|
2020
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 1074 |
|
|
2020
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 1000 |
|
|
2020
Q2 | $1K | Buy |
9
+3
| +50% | +$333 | ﹤0.01% | 1040 |
|
|
2020
Q1 | $1K | Buy |
6
+3
| +100% | +$500 | ﹤0.01% | 900 |
|
|
2019
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 945 |
|
|
2019
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1194 |
|