LRI Investments’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.32K | Hold |
36
| – | – | ﹤0.01% | 954 |
|
|
2025
Q1 | $6.52K | Hold |
36
| – | – | ﹤0.01% | 878 |
|
|
2024
Q4 | $7.53K | Hold |
36
| – | – | ﹤0.01% | 829 |
|
|
2024
Q3 | $8.26K | Hold |
36
| – | – | ﹤0.01% | 817 |
|
|
2024
Q2 | $7.24K | Hold |
36
| – | – | ﹤0.01% | 811 |
|
|
2024
Q1 | $8.79K | Buy |
+36
| New | +$8.79K | ﹤0.01% | 534 |
|