Larson Financial Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Sell |
80
-83
| -51% | -$14.6K | ﹤0.01% | 1649 |
|
|
2025
Q1 | $29.5K | Sell |
163
-733
| -82% | -$133K | ﹤0.01% | 1210 |
|
|
2024
Q4 | $188K | Buy |
896
+91
| +11% | +$19K | 0.01% | 577 |
|
|
2024
Q3 | $173K | Buy |
+805
| New | +$173K | 0.01% | 604 |
|
|
2023
Q4 | – | Sell |
-6
| Closed | -$1.25K | – | 1856 |
|
|
2023
Q3 | $1.25K | Buy |
+6
| New | +$1.25K | ﹤0.01% | 1452 |
|