International Assets Investment Management’s IDEX IEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4
Closed -$805 2175
2024
Q2
$805 Buy
+4
New +$805 ﹤0.01% 2129
2021
Q2
Sell
-15
Closed -$3K 1124
2021
Q1
$3K Hold
15
﹤0.01% 1935
2020
Q4
$3K Buy
+15
New +$3K ﹤0.01% 1790