Laurel Wealth Advisors (North Carolina)’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Buy |
26,336
+26,186
| +17,457% | +$149K | ﹤0.01% | 462 |
|
|
2025
Q1 | $27.1K | Hold |
150
| – | – | ﹤0.01% | 379 |
|
|
2024
Q4 | $31.4K | Hold |
150
| – | – | ﹤0.01% | 361 |
|
|
2024
Q3 | $32.2K | Hold |
150
| – | – | 0.01% | 357 |
|
|
2024
Q2 | $30.2K | Hold |
150
| – | – | 0.01% | 334 |
|
|
2024
Q1 | $36.6K | Hold |
150
| – | – | 0.01% | 324 |
|
|
2023
Q4 | $32.6K | Hold |
150
| – | – | 0.01% | 317 |
|
|
2023
Q3 | $31.2K | Hold |
150
| – | – | 0.01% | 318 |
|
|
2023
Q2 | $32.3K | Hold |
150
| – | – | 0.01% | 321 |
|
|
2023
Q1 | $34.7K | Hold |
150
| – | – | 0.01% | 318 |
|
|
2022
Q4 | $34.3K | Hold |
150
| – | – | 0.01% | 292 |
|
|
2022
Q3 | $30K | Hold |
150
| – | – | 0.01% | 296 |
|
|
2022
Q2 | $27K | Hold |
150
| – | – | 0.01% | 312 |
|
|
2022
Q1 | $29K | Hold |
150
| – | – | 0.01% | 315 |
|
|
2021
Q4 | $35K | Hold |
150
| – | – | 0.01% | 294 |
|
|
2021
Q3 | $31K | Hold |
150
| – | – | 0.01% | 301 |
|
|
2021
Q2 | $33K | Hold |
150
| – | – | 0.01% | 314 |
|
|
2021
Q1 | $31K | Hold |
150
| – | – | 0.01% | 305 |
|
|
2020
Q4 | $30K | Buy |
+150
| New | +$30K | 0.01% | 302 |
|