GFPC
Global Financial Private Client’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-41
| Closed | -$7.42K | – | 859 |
|
|
2025
Q1 | $7.42K | Buy |
41
+23
| +128% | +$4.16K | ﹤0.01% | 630 |
|
|
2024
Q4 | $3.77K | Buy |
18
+3
| +20% | +$628 | ﹤0.01% | 662 |
|
|
2024
Q3 | $3.22K | Hold |
15
| – | – | ﹤0.01% | 685 |
|
|
2024
Q2 | $3.02K | Hold |
15
| – | – | ﹤0.01% | 542 |
|
|
2024
Q1 | $3.61K | Hold |
15
| – | – | ﹤0.01% | 545 |
|
|
2023
Q4 | $3.26K | Hold |
15
| – | – | ﹤0.01% | 551 |
|
|
2023
Q3 | $3.1K | Hold |
15
| – | – | ﹤0.01% | 539 |
|
|
2023
Q2 | $3.19K | Hold |
15
| – | – | ﹤0.01% | 538 |
|
|
2023
Q1 | $3.44K | Hold |
15
| – | – | ﹤0.01% | 534 |
|
|
2022
Q4 | $3.43K | Hold |
15
| – | – | ﹤0.01% | 518 |
|
|
2022
Q3 | $3.08K | Hold |
15
| – | – | ﹤0.01% | 502 |
|
|
2022
Q2 | $2.76K | Hold |
15
| – | – | ﹤0.01% | 492 |
|
|
2022
Q1 | $2.88K | Hold |
15
| – | – | ﹤0.01% | 504 |
|
|
2021
Q4 | $3.55K | Hold |
15
| – | – | ﹤0.01% | 477 |
|
|
2021
Q3 | $3.15K | Hold |
15
| – | – | ﹤0.01% | 432 |
|
|
2021
Q2 | $3.3K | Hold |
15
| – | – | ﹤0.01% | 435 |
|
|
2021
Q1 | $3.18K | Hold |
15
| – | – | ﹤0.01% | 389 |
|
|
2020
Q4 | $2.99K | Hold |
15
| – | – | ﹤0.01% | 385 |
|
|
2020
Q3 | $2.67K | Hold |
15
| – | – | ﹤0.01% | 374 |
|
|
2020
Q2 | $2.34K | Hold |
15
| – | – | ﹤0.01% | 433 |
|
|
2020
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 446 |
|
|
2019
Q4 | $2.58K | Buy |
+15
| New | +$2.58K | ﹤0.01% | 456 |
|