Parallel Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.3K | Sell |
560
-50
| -8% | -$8.78K | ﹤0.01% | 1357 |
|
|
2025
Q1 | $110K | Sell |
610
-148
| -20% | -$26.8K | ﹤0.01% | 1232 |
|
|
2024
Q4 | $159K | Buy |
758
+107
| +16% | +$22.4K | ﹤0.01% | 1038 |
|
|
2024
Q3 | $140K | Buy |
651
+14
| +2% | +$3K | ﹤0.01% | 1098 |
|
|
2024
Q2 | $128K | Sell |
637
-66
| -9% | -$13.3K | ﹤0.01% | 1058 |
|
|
2024
Q1 | $172K | Buy |
703
+97
| +16% | +$23.7K | ﹤0.01% | 921 |
|
|
2023
Q4 | $132K | Sell |
606
-16
| -3% | -$3.47K | ﹤0.01% | 996 |
|
|
2023
Q3 | $129K | Sell |
622
-2
| -0.3% | -$416 | ﹤0.01% | 960 |
|
|
2023
Q2 | $134K | Buy |
624
+29
| +5% | +$6.24K | ﹤0.01% | 950 |
|
|
2023
Q1 | $137K | Buy |
595
+171
| +40% | +$39.5K | ﹤0.01% | 919 |
|
|
2022
Q4 | $96.8K | Buy |
424
+3
| +0.7% | +$685 | ﹤0.01% | 1000 |
|
|
2022
Q3 | $84K | Buy |
421
+44
| +12% | +$8.78K | ﹤0.01% | 1032 |
|
|
2022
Q2 | $68K | Sell |
377
-11
| -3% | -$1.98K | ﹤0.01% | 1110 |
|
|
2022
Q1 | $76K | Buy |
388
+4
| +1% | +$784 | ﹤0.01% | 1092 |
|
|
2021
Q4 | $91K | Buy |
384
+65
| +20% | +$15.4K | ﹤0.01% | 1048 |
|
|
2021
Q3 | $66K | Buy |
319
+48
| +18% | +$9.93K | ﹤0.01% | 1141 |
|
|
2021
Q2 | $60K | Buy |
271
+27
| +11% | +$5.98K | ﹤0.01% | 1141 |
|
|
2021
Q1 | $51K | Sell |
244
-37
| -13% | -$7.73K | ﹤0.01% | 1159 |
|
|
2020
Q4 | $56K | Sell |
281
-372
| -57% | -$74.1K | ﹤0.01% | 1038 |
|
|
2020
Q3 | $119K | Sell |
653
-229
| -26% | -$41.7K | 0.01% | 698 |
|
|
2020
Q2 | $139K | Buy |
882
+50
| +6% | +$7.88K | 0.01% | 651 |
|
|
2020
Q1 | $114K | Buy |
832
+529
| +175% | +$72.5K | 0.01% | 633 |
|
|
2019
Q4 | $52K | Buy |
303
+2
| +0.7% | +$343 | ﹤0.01% | 1015 |
|
|
2019
Q3 | $49K | Buy |
301
+45
| +18% | +$7.33K | ﹤0.01% | 988 |
|
|
2019
Q2 | $44K | Buy |
256
+52
| +25% | +$8.94K | ﹤0.01% | 941 |
|
|
2019
Q1 | $31K | Buy |
204
+73
| +56% | +$11.1K | ﹤0.01% | 1042 |
|
|
2018
Q4 | $16K | Hold |
131
| – | – | ﹤0.01% | 1139 |
|
|
2018
Q3 | $20K | Hold |
131
| – | – | ﹤0.01% | 1144 |
|
|
2018
Q2 | $17K | Buy |
131
+27
| +26% | +$3.5K | ﹤0.01% | 1120 |
|
|
2018
Q1 | $15K | Hold |
104
| – | – | ﹤0.01% | 1108 |
|
|
2017
Q4 | $14K | Hold |
104
| – | – | ﹤0.01% | 1157 |
|
|
2017
Q3 | $13K | Hold |
104
| – | – | ﹤0.01% | 1180 |
|
|
2017
Q2 | $12K | Buy |
104
+47
| +82% | +$5.42K | ﹤0.01% | 1243 |
|
|
2017
Q1 | $6K | Buy |
57
+18
| +46% | +$1.9K | ﹤0.01% | 1414 |
|
|
2016
Q4 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 1430 |
|