Prestige Wealth Management Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21K | Hold |
24
| – | – | ﹤0.01% | 594 |
|
|
2025
Q1 | $4.34K | Hold |
24
| – | – | ﹤0.01% | 592 |
|
|
2024
Q4 | $5.02K | Hold |
24
| – | – | ﹤0.01% | 597 |
|
|
2024
Q3 | $5.15K | Hold |
24
| – | – | ﹤0.01% | 607 |
|
|
2024
Q2 | $4.83K | Hold |
24
| – | – | ﹤0.01% | 556 |
|
|
2024
Q1 | $5.86K | Hold |
24
| – | – | ﹤0.01% | 533 |
|
|
2023
Q4 | $5.21K | Sell |
24
-6
| -20% | -$1.3K | ﹤0.01% | 571 |
|
|
2023
Q3 | $6.24K | Hold |
30
| – | – | ﹤0.01% | 531 |
|
|
2023
Q2 | $6.46K | Buy |
30
+6
| +25% | +$1.29K | ﹤0.01% | 528 |
|
|
2023
Q1 | $5.55K | Hold |
24
| – | – | ﹤0.01% | 548 |
|
|
2022
Q4 | $5.48K | Hold |
24
| – | – | ﹤0.01% | 591 |
|
|
2022
Q3 | $5K | Hold |
24
| – | – | ﹤0.01% | 555 |
|
|
2022
Q2 | $4K | Hold |
24
| – | – | ﹤0.01% | 635 |
|
|
2022
Q1 | $5K | Hold |
24
| – | – | ﹤0.01% | 615 |
|
|
2021
Q4 | $6K | Hold |
24
| – | – | ﹤0.01% | 589 |
|
|
2021
Q3 | $5K | Hold |
24
| – | – | ﹤0.01% | 634 |
|
|
2021
Q2 | $5K | Hold |
24
| – | – | ﹤0.01% | 624 |
|
|
2021
Q1 | $5K | Hold |
24
| – | – | ﹤0.01% | 619 |
|
|
2020
Q4 | $5K | Hold |
24
| – | – | ﹤0.01% | 581 |
|
|
2020
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 576 |
|
|
2020
Q2 | $4K | Hold |
24
| – | – | ﹤0.01% | 556 |
|
|
2020
Q1 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 577 |
|
|
2019
Q1 | – | Sell |
-54
| Closed | -$7K | – | 799 |
|
|
2018
Q4 | $7K | Buy |
+54
| New | +$7K | 0.01% | 508 |
|