Gradient Investments’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-402
| Closed | -$80.9K | – | 790 |
|
|
2024
Q2 | $80.9K | Buy |
402
+397
| +7,940% | +$79.9K | ﹤0.01% | 425 |
|
|
2024
Q1 | $1.22K | Sell |
5
-12
| -71% | -$2.93K | ﹤0.01% | 883 |
|
|
2023
Q4 | $3.69K | Sell |
17
-3
| -15% | -$651 | ﹤0.01% | 1066 |
|
|
2023
Q3 | $4.16K | Buy |
20
+9
| +82% | +$1.87K | ﹤0.01% | 998 |
|
|
2023
Q2 | $2.37K | Buy |
+11
| New | +$2.37K | ﹤0.01% | 1120 |
|