Northwestern Mutual Wealth Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.7K | Sell |
323
-1,965
| -86% | -$345K | ﹤0.01% | 2201 |
|
|
2025
Q1 | $414K | Buy |
2,288
+1,749
| +324% | +$317K | ﹤0.01% | 1403 |
|
|
2024
Q4 | $113K | Buy |
539
+38
| +8% | +$7.95K | ﹤0.01% | 1875 |
|
|
2024
Q3 | $107K | Buy |
501
+49
| +11% | +$10.5K | ﹤0.01% | 1864 |
|
|
2024
Q2 | $90.9K | Buy |
452
+233
| +106% | +$46.9K | ﹤0.01% | 1866 |
|
|
2024
Q1 | $53.4K | Buy |
219
+30
| +16% | +$7.32K | ﹤0.01% | 2043 |
|
|
2023
Q4 | $41K | Sell |
189
-13
| -6% | -$2.82K | ﹤0.01% | 2124 |
|
|
2023
Q3 | $42K | Buy |
202
+69
| +52% | +$14.4K | ﹤0.01% | 2036 |
|
|
2023
Q2 | $28.7K | Sell |
133
-7
| -5% | -$1.51K | ﹤0.01% | 2182 |
|
|
2023
Q1 | $32.4K | Buy |
140
+43
| +44% | +$9.95K | ﹤0.01% | 2100 |
|
|
2022
Q4 | $22.2K | Buy |
97
+18
| +23% | +$4.12K | ﹤0.01% | 2218 |
|
|
2022
Q3 | $16K | Sell |
79
-14
| -15% | -$2.84K | ﹤0.01% | 2302 |
|
|
2022
Q2 | $16K | Buy |
93
+62
| +200% | +$10.7K | ﹤0.01% | 2348 |
|
|
2022
Q1 | $6K | Buy |
31
+12
| +63% | +$2.32K | ﹤0.01% | 2683 |
|
|
2021
Q4 | $5K | Sell |
19
-13
| -41% | -$3.42K | ﹤0.01% | 2785 |
|
|
2021
Q3 | $7K | Buy |
32
+7
| +28% | +$1.53K | ﹤0.01% | 2572 |
|
|
2021
Q2 | $6K | Buy |
25
+3
| +14% | +$720 | ﹤0.01% | 2597 |
|
|
2021
Q1 | $5K | Buy |
22
+1
| +5% | +$227 | ﹤0.01% | 2455 |
|
|
2020
Q4 | $4K | Buy |
21
+7
| +50% | +$1.33K | ﹤0.01% | 2411 |
|
|
2020
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 2275 |
|
|
2020
Q2 | $2K | Buy |
14
+8
| +133% | +$1.14K | ﹤0.01% | 2225 |
|
|
2020
Q1 | $1K | Sell |
6
-25
| -81% | -$4.17K | ﹤0.01% | 2404 |
|
|
2019
Q4 | $5K | Buy |
31
+6
| +24% | +$968 | ﹤0.01% | 2068 |
|
|
2019
Q3 | $4K | Sell |
25
-24
| -49% | -$3.84K | ﹤0.01% | 2137 |
|
|
2019
Q2 | $8K | Sell |
49
-9
| -16% | -$1.47K | ﹤0.01% | 2017 |
|
|
2019
Q1 | $9K | Buy |
58
+9
| +18% | +$1.4K | ﹤0.01% | 1974 |
|
|
2018
Q4 | $6K | Sell |
49
-56
| -53% | -$6.86K | ﹤0.01% | 1990 |
|
|
2018
Q3 | $16K | Buy |
105
+16
| +18% | +$2.44K | ﹤0.01% | 1751 |
|
|
2018
Q2 | $12K | Hold |
89
| – | – | ﹤0.01% | 1777 |
|
|
2018
Q1 | $13K | Buy |
89
+34
| +62% | +$4.97K | ﹤0.01% | 1674 |
|
|
2017
Q4 | $7K | Sell |
55
-5
| -8% | -$636 | ﹤0.01% | 1852 |
|
|
2017
Q3 | $7K | Buy |
60
+11
| +22% | +$1.28K | ﹤0.01% | 1742 |
|
|
2017
Q2 | $6K | Hold |
49
| – | – | ﹤0.01% | 1724 |
|
|
2017
Q1 | $5K | Sell |
49
-104
| -68% | -$10.6K | ﹤0.01% | 1714 |
|
|
2016
Q4 | $13K | Buy |
+153
| New | +$13K | ﹤0.01% | 1513 |
|
|
2016
Q3 | – | Sell |
-266
| Closed | -$22K | – | 802 |
|
|
2016
Q2 | $22K | Hold |
266
| – | – | ﹤0.01% | 1140 |
|
|
2016
Q1 | $22K | Buy |
266
+217
| +443% | +$17.9K | ﹤0.01% | 1153 |
|
|
2015
Q4 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 1352 |
|
|
2015
Q1 | – | Sell |
-72
| Closed | -$6K | – | 1661 |
|
|
2014
Q4 | $6K | Hold |
72
| – | – | ﹤0.01% | 1237 |
|
|
2014
Q3 | $5K | Hold |
72
| – | – | ﹤0.01% | 1027 |
|
|
2014
Q2 | $6K | Sell |
72
-39
| -35% | -$3.25K | ﹤0.01% | 986 |
|
|
2014
Q1 | $8K | Buy |
111
+39
| +54% | +$2.81K | ﹤0.01% | 909 |
|
|
2013
Q4 | $5K | Buy |
+72
| New | +$5K | ﹤0.01% | 1055 |
|
|
2013
Q3 | – | Sell |
-68
| Closed | -$4K | – | 1413 |
|
|
2013
Q2 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 986 |
|