HB Wealth Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+1,173
| New | +$206K | ﹤0.01% | 1073 |
|
|
2025
Q1 | – | Sell |
-1,157
| Closed | -$242K | – | 1217 |
|
|
2024
Q4 | $242K | Buy |
1,157
+217
| +23% | +$45.4K | ﹤0.01% | 890 |
|
|
2024
Q3 | $202K | Buy |
+940
| New | +$202K | ﹤0.01% | 884 |
|
|
2023
Q4 | – | Sell |
-1,218
| Closed | -$253K | – | 805 |
|
|
2023
Q3 | $253K | Buy |
+1,218
| New | +$253K | ﹤0.01% | 616 |
|