Kestra Private Wealth Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,549
| Closed | -$378K | – | 1376 |
|
|
2024
Q1 | $378K | Buy |
1,549
+178
| +13% | +$43.4K | 0.01% | 918 |
|
|
2023
Q4 | $298K | Buy |
1,371
+13
| +1% | +$2.82K | 0.01% | 947 |
|
|
2023
Q3 | $282K | Buy |
1,358
+23
| +2% | +$4.78K | 0.01% | 887 |
|
|
2023
Q2 | $287K | Buy |
1,335
+102
| +8% | +$22K | 0.01% | 838 |
|
|
2023
Q1 | $285K | Buy |
1,233
+53
| +4% | +$12.2K | 0.01% | 797 |
|
|
2022
Q4 | $269K | Sell |
1,180
-256
| -18% | -$58.5K | 0.01% | 701 |
|
|
2022
Q3 | $287K | Buy |
1,436
+63
| +5% | +$12.6K | 0.02% | 671 |
|
|
2022
Q2 | $249K | Buy |
1,373
+81
| +6% | +$14.7K | 0.01% | 724 |
|
|
2022
Q1 | $248K | Buy |
1,292
+86
| +7% | +$16.5K | 0.01% | 808 |
|
|
2021
Q4 | $285K | Buy |
1,206
+225
| +23% | +$53.2K | 0.01% | 783 |
|
|
2021
Q3 | $203K | Buy |
+981
| New | +$203K | 0.01% | 850 |
|