Hantz Financial Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $63K | Sell |
361
-41
| -10% | -$7.16K | ﹤0.01% | 885 |
|
2025
Q1 | $73K | Sell |
402
-83
| -17% | -$15.1K | ﹤0.01% | 650 |
|
2024
Q4 | $101K | Sell |
485
-49
| -9% | -$10.2K | ﹤0.01% | 611 |
|
2024
Q3 | $115K | Hold |
534
| – | – | ﹤0.01% | 603 |
|
2024
Q2 | $107K | Sell |
534
-171
| -24% | -$34.3K | ﹤0.01% | 608 |
|
2024
Q1 | $172K | Sell |
705
-65
| -8% | -$15.9K | ﹤0.01% | 574 |
|
2023
Q4 | $167K | Sell |
770
-54,831
| -99% | -$11.9M | ﹤0.01% | 569 |
|
2023
Q3 | $11.6M | Buy |
55,601
+1,087
| +2% | +$226K | 0.29% | 98 |
|
2023
Q2 | $11.7M | Buy |
54,514
+547
| +1% | +$118K | 0.29% | 100 |
|
2023
Q1 | $12.5M | Buy |
53,967
+2,181
| +4% | +$504K | 0.34% | 78 |
|
2022
Q4 | $11.8M | Buy |
51,786
+2,713
| +6% | +$619K | 0.36% | 77 |
|
2022
Q3 | $9.81M | Buy |
49,073
+112
| +0.2% | +$22.4K | 0.34% | 87 |
|
2022
Q2 | $8.89M | Buy |
48,961
+742
| +2% | +$135K | 0.3% | 102 |
|
2022
Q1 | $9.25M | Buy |
48,219
+3,457
| +8% | +$663K | 0.27% | 110 |
|
2021
Q4 | $10.6M | Buy |
44,762
+2,973
| +7% | +$703K | 0.3% | 96 |
|
2021
Q3 | $8.65M | Buy |
41,789
+5,655
| +16% | +$1.17M | 0.28% | 98 |
|
2021
Q2 | $7.95M | Buy |
36,134
+1,467
| +4% | +$323K | 0.29% | 95 |
|
2021
Q1 | $7.26M | Buy |
34,667
+1,257
| +4% | +$263K | 0.3% | 93 |
|
2020
Q4 | $6.66M | Buy |
33,410
+1,105
| +3% | +$220K | 0.3% | 100 |
|
2020
Q3 | $5.89M | Buy |
32,305
+1,022
| +3% | +$186K | 0.3% | 91 |
|
2020
Q2 | $4.94M | Buy |
31,283
+632
| +2% | +$99.9K | 0.28% | 114 |
|
2020
Q1 | $4.23M | Buy |
+30,651
| New | +$4.23M | 0.29% | 106 |
|