NewEdge 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 | $4.39K | Sell |
25
-1,208
| -98% | -$212K | ﹤0.01% | 3440 |
|
|
2025
Q1 | $223K | Sell |
1,233
-233
| -16% | -$42.2K | ﹤0.01% | 2051 |
|
|
2024
Q4 | $307K | Sell |
1,466
-84
| -5% | -$17.6K | ﹤0.01% | 1864 |
|
|
2024
Q3 | $332K | Buy |
1,550
+104
| +7% | +$22.3K | ﹤0.01% | 1743 |
|
|
2024
Q2 | $291K | Buy |
1,446
+1,383
| +2,195% | +$278K | ﹤0.01% | 1740 |
|
|
2024
Q1 | $15.4K | Sell |
63
-53
| -46% | -$12.9K | ﹤0.01% | 2717 |
|
|
2023
Q4 | $25.2K | Buy |
116
+58
| +100% | +$12.6K | ﹤0.01% | 2486 |
|
|
2023
Q3 | $12.1K | Buy |
58
+6
| +12% | +$1.25K | ﹤0.01% | 2516 |
|
|
2023
Q2 | $11.2K | Buy |
52
+35
| +206% | +$7.54K | ﹤0.01% | 2562 |
|
|
2023
Q1 | $3.93K | Sell |
17
-170
| -91% | -$39.3K | ﹤0.01% | 2856 |
|
|
2022
Q4 | $38.8K | Buy |
+187
| New | +$38.8K | ﹤0.01% | 1832 |
|