Independent Advisor Alliance’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 | $2.35M | Buy |
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|
2025
Q1 | $2.4M | Sell |
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|
2024
Q4 | $2.79M | Sell |
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|
2024
Q3 | $3.6M | Sell |
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|
2024
Q2 | $3.86M | Sell |
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|
2024
Q1 | $6.87M | Sell |
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|
2023
Q4 | $6.12M | Hold |
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|
2023
Q3 | $5.87M | Buy |
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|
2023
Q2 | $6.06M | Hold |
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|
2023
Q1 | $6.5M | Hold |
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|
2022
Q4 | $6.43K | Hold |
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|
2022
Q3 | $5.63M | Hold |
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|
2022
Q2 | $5.11M | Hold |
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|
2022
Q1 | $5.4M | Hold |
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|
2021
Q4 | $6.65M | Sell |
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|
2021
Q3 | $5.83M | Hold |
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|
2021
Q2 | $6.2M | Sell |
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|
2021
Q1 | $7.47M | Buy |
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|
2020
Q4 | $5.93M | Hold |
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|
2020
Q3 | $5.43M | Buy |
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