Global Financial Private Client’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $7.42K | Buy |
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|
2024
Q4 | $3.77K | Buy |
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2024
Q3 | $3.22K | Hold |
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|
2024
Q2 | $3.02K | Hold |
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|
2024
Q1 | $3.61K | Hold |
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|
2023
Q4 | $3.26K | Hold |
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|
2023
Q3 | $3.1K | Hold |
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|
2023
Q2 | $3.19K | Hold |
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|
2023
Q1 | $3.44K | Hold |
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|
2022
Q4 | $3.42K | Hold |
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|
2022
Q3 | $3.08K | Hold |
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|
2022
Q2 | $2.75K | Hold |
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|
2022
Q1 | $2.88K | Hold |
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|
2021
Q4 | $3.54K | Hold |
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|
2021
Q3 | $3.15K | Hold |
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|
2021
Q2 | $3.3K | Hold |
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|
2021
Q1 | $3.18K | Hold |
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|
2020
Q4 | $2.99K | Hold |
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|
2020
Q3 | $2.67K | Hold |
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|
2020
Q2 | $2.34K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $2.58K | Buy |
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