Operose Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-198
| Closed | -$42.5K | – | 532 |
|
|
2024
Q3 | $42.5K | Hold |
198
| – | – | 0.01% | 288 |
|
|
2024
Q2 | $39.8K | Hold |
198
| – | – | 0.01% | 262 |
|
|
2024
Q1 | $48.3K | Sell |
198
-72
| -27% | -$17.6K | 0.02% | 249 |
|
|
2023
Q4 | $58.6K | Sell |
270
-600
| -69% | -$130K | 0.02% | 208 |
|
|
2023
Q3 | $181K | Buy |
+870
| New | +$181K | 0.07% | 144 |
|