Global Retirement 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 | $147K | Buy |
+840
| New | +$147K | ﹤0.01% | 1236 |
|
|
2024
Q4 | $147K | Sell |
701
-67
| -9% | -$14K | ﹤0.01% | 1087 |
|
|
2024
Q3 | $165K | Buy |
768
+6
| +0.8% | +$1.29K | 0.01% | 995 |
|
|
2024
Q2 | $153K | Buy |
762
+31
| +4% | +$6.24K | ﹤0.01% | 1001 |
|
|
2024
Q1 | $178K | Sell |
731
-28
| -4% | -$6.84K | 0.01% | 835 |
|
|
2023
Q4 | $156K | Sell |
759
-185
| -20% | -$38.1K | 0.01% | 855 |
|
|
2023
Q3 | $197K | Buy |
944
+72
| +8% | +$15K | 0.01% | 671 |
|
|
2023
Q2 | $188K | Hold |
872
| – | – | 0.01% | 715 |
|
|
2023
Q1 | $183K | Buy |
872
+614
| +238% | +$129K | 0.01% | 703 |
|
|
2022
Q4 | $58.9K | Hold |
258
| – | – | ﹤0.01% | 1015 |
|
|
2022
Q3 | $57K | Buy |
258
+11
| +4% | +$2.43K | ﹤0.01% | 967 |
|
|
2022
Q2 | $45K | Buy |
247
+37
| +18% | +$6.74K | ﹤0.01% | 1035 |
|
|
2022
Q1 | $39K | Buy |
+210
| New | +$39K | ﹤0.01% | 1094 |
|
|
2021
Q4 | – | Sell |
-17
| Closed | -$4K | – | 957 |
|
|
2021
Q3 | $4K | Buy |
+17
| New | +$4K | ﹤0.01% | 1678 |
|
|
2020
Q2 | – | Sell |
-254
| Closed | -$35K | – | 1657 |
|
|
2020
Q1 | $35K | Hold |
254
| – | – | 0.01% | 648 |
|
|
2019
Q4 | $44K | Hold |
254
| – | – | 0.01% | 674 |
|
|
2019
Q3 | $42K | Buy |
+254
| New | +$42K | 0.01% | 666 |
|