HAG
HighPoint Advisor Group’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
1,414
-2
| -0.1% | -$351 | 0.01% | 581 |
|
|
2025
Q1 | $244K | Sell |
1,416
-114
| -7% | -$19.6K | 0.01% | 553 |
|
|
2024
Q4 | $298K | Buy |
1,530
+27
| +2% | +$5.26K | 0.02% | 513 |
|
|
2024
Q3 | $325K | Buy |
1,503
+16
| +1% | +$3.46K | 0.02% | 462 |
|
|
2024
Q2 | $309K | Sell |
1,487
-17
| -1% | -$3.53K | 0.02% | 462 |
|
|
2024
Q1 | $339K | Buy |
1,504
+14
| +0.9% | +$3.16K | 0.02% | 431 |
|
|
2023
Q4 | $360K | Buy |
+1,490
| New | +$360K | 0.03% | 426 |
|