LGT Financial Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176 | Buy |
+1
| New | +$176 | ﹤0.01% | 532 |
|
|
2025
Q1 | – | Sell |
-793
| Closed | -$166K | – | 508 |
|
|
2024
Q4 | $166K | Buy |
793
+735
| +1,267% | +$154K | 0.37% | 49 |
|
|
2024
Q3 | $12.4K | Hold |
58
| – | – | 0.03% | 373 |
|
|
2024
Q2 | $11.7K | Hold |
58
| – | – | 0.02% | 433 |
|
|
2024
Q1 | $14.2K | Hold |
58
| – | – | 0.02% | 434 |
|
|
2023
Q4 | $12.6K | Sell |
58
-2
| -3% | -$434 | 0.02% | 441 |
|
|
2023
Q3 | $12.5K | Buy |
+60
| New | +$12.5K | 0.02% | 440 |
|