Kestra Advisory Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $103K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $541K | Buy |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $536K | Buy |
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|
2023
Q2 | $426K | Buy |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $441K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $244K | Buy |
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|
2021
Q4 | $283K | Sell |
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|
2021
Q3 | $254K | Buy |
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|
2021
Q2 | $259K | Buy |
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|
2021
Q1 | $240K | Buy |
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