Lindbrook Capital’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $43.1K | Buy |
238
+22
| +10% | +$3.98K | ﹤0.01% | 1067 |
|
|
2024
Q4 | $45.2K | Buy |
216
+9
| +4% | +$1.88K | ﹤0.01% | 854 |
|
|
2024
Q3 | $44.4K | Sell |
207
-5
| -2% | -$1.07K | ﹤0.01% | 877 |
|
|
2024
Q2 | $42.7K | Sell |
212
-15
| -7% | -$3.02K | ﹤0.01% | 862 |
|
|
2024
Q1 | $55.4K | Sell |
227
-8
| -3% | -$1.95K | 0.01% | 754 |
|
|
2023
Q4 | $51K | Buy |
235
+46
| +24% | +$9.99K | 0.01% | 746 |
|
|
2023
Q3 | $39.3K | Sell |
189
-9
| -5% | -$1.87K | ﹤0.01% | 768 |
|
|
2023
Q2 | $42.6K | Buy |
198
+11
| +6% | +$2.37K | ﹤0.01% | 773 |
|
|
2023
Q1 | $43.2K | Sell |
187
-5
| -3% | -$1.16K | 0.01% | 750 |
|
|
2022
Q4 | $43.8K | Buy |
192
+10
| +5% | +$2.28K | 0.01% | 741 |
|
|
2022
Q3 | $36K | Buy |
182
+10
| +6% | +$1.98K | 0.01% | 760 |
|
|
2022
Q2 | $31K | Buy |
172
+8
| +5% | +$1.44K | 0.01% | 815 |
|
|
2022
Q1 | $31K | Sell |
164
-41
| -20% | -$7.75K | ﹤0.01% | 851 |
|
|
2021
Q4 | $48K | Sell |
205
-4
| -2% | -$937 | 0.01% | 734 |
|
|
2021
Q3 | $43K | Buy |
209
+5
| +2% | +$1.03K | 0.01% | 481 |
|
|
2021
Q2 | $45K | Buy |
204
+5
| +3% | +$1.1K | 0.01% | 510 |
|
|
2021
Q1 | $42K | Hold |
199
| – | – | 0.01% | 498 |
|
|
2020
Q4 | $40K | Hold |
199
| – | – | 0.01% | 471 |
|
|
2020
Q3 | $36K | Hold |
199
| – | – | 0.01% | 440 |
|
|
2020
Q2 | $31K | Buy |
199
+12
| +6% | +$1.87K | 0.01% | 479 |
|
|
2020
Q1 | $26K | Sell |
187
-67
| -26% | -$9.32K | 0.01% | 469 |
|
|
2019
Q4 | $44K | Sell |
254
-12
| -5% | -$2.08K | 0.02% | 482 |
|
|
2019
Q3 | $44K | Buy |
266
+12
| +5% | +$1.99K | 0.02% | 465 |
|
|
2019
Q2 | $43K | Hold |
254
| – | – | 0.02% | 462 |
|
|
2019
Q1 | $38K | Hold |
254
| – | – | 0.02% | 492 |
|
|
2018
Q4 | $32K | Buy |
+254
| New | +$32K | 0.02% | 472 |
|