Pathstone Holdings’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
8,590
+270
| +3% | +$47.4K | 0.01% | 1154 |
|
|
2025
Q1 | $1.51M | Sell |
8,320
-153
| -2% | -$27.7K | 0.01% | 1145 |
|
|
2024
Q4 | $1.77M | Sell |
8,473
-104
| -1% | -$21.8K | 0.01% | 1044 |
|
|
2024
Q3 | $1.84M | Sell |
8,577
-332
| -4% | -$71.2K | 0.01% | 1023 |
|
|
2024
Q2 | $1.79M | Sell |
8,909
-380
| -4% | -$76.5K | 0.01% | 980 |
|
|
2024
Q1 | $2.27M | Buy |
9,289
+481
| +5% | +$117K | 0.01% | 842 |
|
|
2023
Q4 | $1.91M | Buy |
+8,808
| New | +$1.91M | 0.01% | 762 |
|