JFS Wealth 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 | $1.93K | Sell |
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|
2025
Q1 | $5.97K | Sell |
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|
2024
Q4 | $7.74K | Hold |
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|
2024
Q3 | $7.94K | Buy |
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|
2024
Q2 | $5.23K | Hold |
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|
2024
Q1 | $6.34K | Hold |
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|
2023
Q4 | $5.64K | Sell |
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|
2023
Q3 | $6.03K | Sell |
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|
2023
Q2 | $6.67K | Sell |
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|
2023
Q1 | $8.09K | Buy |
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|
2022
Q4 | $6.85K | Buy |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | $2K | Buy |
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