MML Investors Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Buy |
4,021
+448
| +13% | +$78.7K | ﹤0.01% | 1872 |
|
|
2025
Q1 | $647K | Sell |
3,573
-118
| -3% | -$21.4K | ﹤0.01% | 1840 |
|
|
2024
Q4 | $772K | Buy |
3,691
+312
| +9% | +$65.3K | ﹤0.01% | 1672 |
|
|
2024
Q3 | $725K | Sell |
3,379
-96
| -3% | -$20.6K | ﹤0.01% | 1639 |
|
|
2024
Q2 | $699K | Sell |
3,475
-1,646
| -32% | -$331K | ﹤0.01% | 1595 |
|
|
2024
Q1 | $1.25M | Buy |
5,121
+101
| +2% | +$24.7K | 0.01% | 1283 |
|
|
2023
Q4 | $1.09M | Sell |
5,020
-2,808
| -36% | -$610K | 0.01% | 1298 |
|
|
2023
Q3 | $1.63M | Sell |
7,828
-112
| -1% | -$23.3K | 0.01% | 977 |
|
|
2023
Q2 | $1.71M | Buy |
7,940
+775
| +11% | +$167K | 0.01% | 974 |
|
|
2023
Q1 | $1.66M | Sell |
7,165
-976
| -12% | -$225K | 0.01% | 862 |
|
|
2022
Q4 | $1.86M | Buy |
8,141
+781
| +11% | +$178K | 0.01% | 852 |
|
|
2022
Q3 | $1.47M | Buy |
7,360
+153
| +2% | +$30.6K | 0.01% | 873 |
|
|
2022
Q2 | $1.31M | Sell |
7,207
-1,265
| -15% | -$230K | 0.01% | 924 |
|
|
2022
Q1 | $1.62M | Buy |
8,472
+899
| +12% | +$172K | 0.01% | 882 |
|
|
2021
Q4 | $1.79M | Buy |
7,573
+550
| +8% | +$130K | 0.01% | 807 |
|
|
2021
Q3 | $1.45M | Buy |
7,023
+173
| +3% | +$35.8K | 0.01% | 861 |
|
|
2021
Q2 | $1.51M | Buy |
6,850
+136
| +2% | +$29.9K | 0.01% | 830 |
|
|
2021
Q1 | $1.41M | Buy |
6,714
+3,718
| +124% | +$778K | 0.01% | 787 |
|
|
2020
Q4 | $597K | Buy |
2,996
+212
| +8% | +$42.2K | 0.01% | 1068 |
|
|
2020
Q3 | $508K | Sell |
2,784
-121
| -4% | -$22.1K | 0.01% | 1036 |
|
|
2020
Q2 | $459K | Buy |
2,905
+317
| +12% | +$50.1K | 0.01% | 1029 |
|
|
2020
Q1 | $357K | Buy |
2,588
+89
| +4% | +$12.3K | 0.01% | 1012 |
|
|
2019
Q4 | $430K | Buy |
2,499
+44
| +2% | +$7.57K | 0.01% | 1064 |
|
|
2019
Q3 | $402K | Sell |
2,455
-353
| -13% | -$57.8K | 0.01% | 1037 |
|
|
2019
Q2 | $483K | Sell |
2,808
-104
| -4% | -$17.9K | 0.01% | 1041 |
|
|
2019
Q1 | $442K | Buy |
+2,912
| New | +$442K | 0.01% | 1058 |
|