Phoenix Financial’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
1,907
-41
| -2% | -$7.19K | ﹤0.01% | 324 |
|
|
2025
Q1 | $354K | Sell |
1,948
-323
| -14% | -$58.7K | 0.01% | 279 |
|
|
2024
Q4 | $475K | Sell |
2,271
-63
| -3% | -$13.2K | 0.01% | 265 |
|
|
2024
Q3 | $502K | Buy |
2,334
+423
| +22% | +$90.9K | 0.01% | 252 |
|
|
2024
Q2 | $382K | Buy |
1,911
+37
| +2% | +$7.4K | 0.01% | 267 |
|
|
2024
Q1 | $456K | Buy |
1,874
+47
| +3% | +$11.4K | 0.01% | 276 |
|
|
2023
Q4 | $400K | Buy |
1,827
+89
| +5% | +$19.5K | 0.01% | 254 |
|
|
2023
Q3 | $365K | Buy |
1,738
+164
| +10% | +$34.5K | 0.01% | 244 |
|
|
2023
Q2 | $335K | Sell |
1,574
-24
| -2% | -$5.12K | 0.01% | 259 |
|
|
2023
Q1 | $360K | Sell |
1,598
-178
| -10% | -$40K | 0.01% | 229 |
|
|
2022
Q4 | $409K | Sell |
1,776
-129
| -7% | -$29.7K | 0.01% | 223 |
|
|
2022
Q3 | $385K | Sell |
1,905
-233
| -11% | -$47.1K | 0.01% | 250 |
|
|
2022
Q2 | $383K | Sell |
2,138
-175
| -8% | -$31.3K | 0.01% | 280 |
|
|
2022
Q1 | $446K | Sell |
2,313
-224
| -9% | -$43.2K | 0.01% | 297 |
|
|
2021
Q4 | $596K | Sell |
2,537
-179
| -7% | -$42.1K | 0.01% | 262 |
|
|
2021
Q3 | $577K | Buy |
+2,716
| New | +$577K | 0.01% | 297 |
|
|
2021
Q2 | – | Sell |
-1,475
| Closed | -$310K | – | 343 |
|
|
2021
Q1 | $310K | Buy |
1,475
+412
| +39% | +$86.6K | 0.01% | 337 |
|
|
2020
Q4 | $208K | Buy |
+1,063
| New | +$208K | 0.01% | 348 |
|