HWAM
Hennion & Walsh Asset Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,135
| Closed | -$246K | – | 864 |
|
|
2023
Q4 | $246K | Sell |
1,135
-288
| -20% | -$62.5K | 0.01% | 731 |
|
|
2023
Q3 | $296K | Sell |
1,423
-58
| -4% | -$12.1K | 0.02% | 651 |
|
|
2023
Q2 | $319K | Sell |
1,481
-57
| -4% | -$12.3K | 0.02% | 638 |
|
|
2023
Q1 | $355K | Sell |
1,538
-54
| -3% | -$12.5K | 0.02% | 592 |
|
|
2022
Q4 | $364K | Sell |
1,592
-18
| -1% | -$4.12K | 0.02% | 568 |
|
|
2022
Q3 | $322K | Buy |
1,610
+32
| +2% | +$6.4K | 0.02% | 589 |
|
|
2022
Q2 | $287K | Buy |
1,578
+449
| +40% | +$81.7K | 0.02% | 641 |
|
|
2022
Q1 | $216K | Buy |
+1,129
| New | +$216K | 0.01% | 727 |
|