Prestige Wealth Management Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21K | Hold |
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|
2025
Q1 | $4.34K | Hold |
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|
2024
Q4 | $5.02K | Hold |
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|
2024
Q3 | $5.15K | Hold |
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|
2024
Q2 | $4.83K | Hold |
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|
2024
Q1 | $5.86K | Hold |
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|
2023
Q4 | $5.21K | Sell |
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|
2023
Q3 | $6.24K | Hold |
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|
2023
Q2 | $6.46K | Buy |
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|
2023
Q1 | $5.54K | Hold |
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|
2022
Q4 | $5.48K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $5K | Hold |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $3K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $7K | Buy |
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