Principal Securities’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.3K | Buy |
298
+80
| +37% | +$14K | ﹤0.01% | 1849 |
|
|
2025
Q1 | $45.6K | Hold |
218
| – | – | ﹤0.01% | 1787 |
|
|
2024
Q4 | $45.6K | Sell |
218
-20
| -8% | -$4.19K | ﹤0.01% | 1786 |
|
|
2024
Q3 | $51.1K | Sell |
238
-151
| -39% | -$32.4K | ﹤0.01% | 1681 |
|
|
2024
Q2 | $78.3K | Buy |
389
+52
| +15% | +$10.5K | ﹤0.01% | 1421 |
|
|
2024
Q1 | $82.2K | Buy |
337
+57
| +20% | +$13.9K | ﹤0.01% | 1361 |
|
|
2023
Q4 | $60.8K | Buy |
+280
| New | +$60.8K | ﹤0.01% | 1398 |
|