Kestra Private Wealth Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $509K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $378K | Buy |
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|
2023
Q4 | $298K | Buy |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $285K | Buy |
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|
2022
Q4 | $269K | Sell |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $249K | Buy |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q4 | $285K | Buy |
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|
2021
Q3 | $203K | Buy |
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