J.P. Morgan Private Wealth Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.03M | Sell |
9,775
-57
| -0.6% | -$11.9K | 0.01% | 728 |
|
|
2023
Q2 | $2.12M | Buy |
9,832
+144
| +1% | +$31K | 0.01% | 544 |
|
|
2023
Q1 | $2.24M | Sell |
9,688
-372
| -4% | -$85.9K | ﹤0.01% | 841 |
|
|
2022
Q4 | $2.3M | Buy |
10,060
+578
| +6% | +$132K | 0.01% | 794 |
|
|
2022
Q3 | $1.9M | Buy |
9,482
+89
| +0.9% | +$17.8K | 0.01% | 862 |
|
|
2022
Q2 | $1.71M | Buy |
9,393
+482
| +5% | +$87.5K | ﹤0.01% | 892 |
|
|
2022
Q1 | $1.71M | Buy |
8,911
+816
| +10% | +$156K | ﹤0.01% | 966 |
|
|
2021
Q4 | $1.91M | Buy |
8,095
+52
| +0.6% | +$12.3K | ﹤0.01% | 930 |
|
|
2021
Q3 | $1.67M | Buy |
8,043
+157
| +2% | +$32.5K | ﹤0.01% | 976 |
|
|
2021
Q2 | $1.74M | Sell |
7,886
-244
| -3% | -$53.7K | ﹤0.01% | 935 |
|
|
2021
Q1 | $1.7M | Sell |
8,130
-1,038
| -11% | -$217K | 0.01% | 823 |
|
|
2020
Q4 | $1.83M | Buy |
9,168
+1,135
| +14% | +$226K | 0.01% | 769 |
|
|
2020
Q3 | $1.47M | Buy |
8,033
+166
| +2% | +$30.3K | 0.01% | 741 |
|
|
2020
Q2 | $1.24M | Buy |
7,867
+76
| +1% | +$12K | 0.01% | 733 |
|
|
2020
Q1 | $1.08M | Buy |
7,791
+925
| +13% | +$128K | 0.01% | 688 |
|
|
2019
Q4 | $1.18M | Buy |
+6,866
| New | +$1.18M | 0.01% | 743 |
|
|
2018
Q4 | – | Sell |
-2,249
| Closed | -$339K | – | 1520 |
|
|
2018
Q3 | $339K | Sell |
2,249
-7
| -0.3% | -$1.06K | ﹤0.01% | 1230 |
|
|
2018
Q2 | $308K | Buy |
2,256
+169
| +8% | +$23.1K | ﹤0.01% | 1198 |
|
|
2018
Q1 | $297K | Sell |
2,087
-4
| -0.2% | -$569 | ﹤0.01% | 1044 |
|
|
2017
Q4 | $276K | Buy |
+2,091
| New | +$276K | ﹤0.01% | 1080 |
|