Global Retirement Partners’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $134K | Sell |
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|
2025
Q2 | $147K | Buy |
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|
2024
Q4 | $147K | Sell |
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|
2024
Q3 | $165K | Buy |
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|
2024
Q2 | $153K | Buy |
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|
2024
Q1 | $178K | Sell |
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|
2023
Q4 | $156K | Sell |
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|
2023
Q3 | $197K | Buy |
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|
2023
Q2 | $188K | Hold |
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|
2023
Q1 | $183K | Buy |
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|
2022
Q4 | $58.9K | Hold |
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|
2022
Q3 | $57K | Buy |
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|
2022
Q2 | $45K | Buy |
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|
2022
Q1 | $39K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $35K | Hold |
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|
2019
Q4 | $44K | Hold |
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|
2019
Q3 | $42K | Buy |
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