Park Avenue Securities’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $419K | Buy |
2,388
+518
| +28% | +$90.9K | ﹤0.01% | 1138 |
|
2025
Q1 | $338K | Sell |
1,870
-460
| -20% | -$83.1K | ﹤0.01% | 971 |
|
2024
Q4 | $488K | Buy |
2,330
+495
| +27% | +$104K | 0.01% | 1082 |
|
2024
Q3 | $394K | Sell |
1,835
-228
| -11% | -$49K | ﹤0.01% | 1069 |
|
2024
Q2 | $415K | Sell |
2,063
-230
| -10% | -$46.3K | 0.01% | 1048 |
|
2024
Q1 | $559K | Buy |
2,293
+278
| +14% | +$67.8K | 0.01% | 913 |
|
2023
Q4 | $437K | Sell |
2,015
-1,494
| -43% | -$324K | 0.01% | 970 |
|
2023
Q3 | $730K | Buy |
+3,509
| New | +$730K | 0.01% | 689 |
|
2023
Q1 | – | Sell |
-2,319
| Closed | -$530K | – | 914 |
|
2022
Q4 | $530K | Buy |
2,319
+475
| +26% | +$109K | 0.01% | 755 |
|
2022
Q3 | $369K | Buy |
1,844
+150
| +9% | +$30K | 0.01% | 834 |
|
2022
Q2 | $308K | Buy |
1,694
+83
| +5% | +$15.1K | 0.01% | 907 |
|
2022
Q1 | $309K | Buy |
1,611
+230
| +17% | +$44.1K | 0.01% | 938 |
|
2021
Q4 | $326K | Buy |
1,381
+237
| +21% | +$55.9K | 0.01% | 889 |
|
2021
Q3 | $237K | Sell |
1,144
-152
| -12% | -$31.5K | ﹤0.01% | 941 |
|
2021
Q2 | $285K | Buy |
1,296
+187
| +17% | +$41.1K | 0.01% | 859 |
|
2021
Q1 | $232K | Buy |
+1,109
| New | +$232K | 0.01% | 877 |
|