IFP Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $11.8K | Buy |
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|
2024
Q4 | $11.5K | Sell |
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|
2024
Q3 | $24K | Buy |
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|
2024
Q2 | $19.7K | Buy |
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|
2024
Q1 | $8.3K | Buy |
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|
2023
Q4 | $6.51K | Sell |
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|
2023
Q3 | $99.4K | Sell |
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|
2023
Q2 | $112K | Sell |
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|
2023
Q1 | $73.2K | Sell |
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|
2022
Q4 | $77K | Buy |
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|
2022
Q3 | $70K | Buy |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $6K | Buy |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $6K | Sell |
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|
2021
Q2 | $6K | Buy |
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|
2021
Q1 | $6K | Sell |
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|
2020
Q4 | $16K | Sell |
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|
2020
Q3 | $14K | Hold |
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|
2020
Q2 | $13K | Buy |
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|
2020
Q1 | $10K | Buy |
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|
2019
Q4 | $12K | Sell |
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|
2019
Q3 | $12K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $15K | Sell |
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|
2018
Q3 | $62K | Sell |
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|
2018
Q2 | $59K | Sell |
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|
2018
Q1 | $76K | Hold |
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|
2017
Q4 | $76K | Buy |
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|
2017
Q3 | $66K | Sell |
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|
2017
Q2 | $73K | Buy |
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|
2017
Q1 | $34K | Sell |
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|
2016
Q4 | $34K | Hold |
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|
2016
Q3 | $35K | Buy |
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|
2016
Q2 | $27K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $26K | Buy |
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