Janiczek Wealth Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.03K | Sell |
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|
2024
Q1 | $9.76K | Hold |
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|
2023
Q4 | $8.69K | Buy |
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|
2023
Q3 | $7.91K | Hold |
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|
2023
Q2 | $8.18K | Hold |
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|
2023
Q1 | $8.34K | Sell |
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|
2022
Q4 | $13K | Buy |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $27K | Sell |
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|
2021
Q4 | $66K | Sell |
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|
2021
Q3 | $58K | Sell |
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|
2021
Q2 | $65K | Buy |
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|
2021
Q1 | $61K | Buy |
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|
2020
Q4 | $51K | Buy |
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|
2020
Q3 | $7K | Buy |
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