PFG Investments’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
1,190
-96
| -7% | -$16.9K | 0.01% | 899 |
|
|
2025
Q1 | $233K | Buy |
1,286
+3
| +0.2% | +$543 | 0.01% | 827 |
|
|
2024
Q4 | $269K | Buy |
1,283
+3
| +0.2% | +$628 | 0.02% | 759 |
|
|
2024
Q3 | $275K | Buy |
1,280
+34
| +3% | +$7.3K | 0.02% | 750 |
|
|
2024
Q2 | $251K | Buy |
1,246
+43
| +4% | +$8.65K | 0.02% | 720 |
|
|
2024
Q1 | $294K | Buy |
1,203
+222
| +23% | +$54.2K | 0.02% | 744 |
|
|
2023
Q4 | $213K | Buy |
981
+2
| +0.2% | +$434 | 0.04% | 434 |
|
|
2023
Q3 | $204K | Buy |
+979
| New | +$204K | 0.04% | 456 |
|
|
2023
Q2 | – | Sell |
-875
| Closed | -$202K | – | 522 |
|
|
2023
Q1 | $202K | Buy |
+875
| New | +$202K | 0.04% | 438 |
|