JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.03M | Sell |
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|
2023
Q2 | $2.12M | Buy |
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|
2023
Q1 | $2.24M | Sell |
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|
2022
Q4 | $2.3M | Buy |
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|
2022
Q3 | $1.9M | Buy |
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|
2022
Q2 | $1.71M | Buy |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.91M | Buy |
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|
2021
Q3 | $1.67M | Buy |
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|
2021
Q2 | $1.74M | Sell |
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|
2021
Q1 | $1.7M | Sell |
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|
2020
Q4 | $1.83M | Buy |
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|
2020
Q3 | $1.47M | Buy |
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|
2020
Q2 | $1.24M | Buy |
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|
2020
Q1 | $1.08M | Buy |
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|
2019
Q4 | $1.18M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $339K | Sell |
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|
2018
Q2 | $308K | Buy |
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|
2018
Q1 | $297K | Sell |
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|
2017
Q4 | $276K | Buy |
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