Private Advisor Group’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,286
| Closed | -$269K | – | 2323 |
|
|
2024
Q4 | $269K | Sell |
1,286
-17
| -1% | -$3.56K | ﹤0.01% | 1920 |
|
|
2024
Q3 | $279K | Sell |
1,303
-366
| -22% | -$78.5K | ﹤0.01% | 1992 |
|
|
2024
Q2 | $336K | Sell |
1,669
-746
| -31% | -$150K | ﹤0.01% | 1808 |
|
|
2024
Q1 | $589K | Sell |
2,415
-3
| -0.1% | -$732 | ﹤0.01% | 1421 |
|
|
2023
Q4 | $525K | Buy |
2,418
+146
| +6% | +$31.7K | ﹤0.01% | 1440 |
|
|
2023
Q3 | $473K | Buy |
2,272
+1,050
| +86% | +$218K | ﹤0.01% | 1392 |
|
|
2023
Q2 | $263K | Sell |
1,222
-6
| -0.5% | -$1.29K | ﹤0.01% | 1705 |
|
|
2023
Q1 | $284K | Buy |
+1,228
| New | +$284K | ﹤0.01% | 1601 |
|
|
2022
Q4 | – | Sell |
-1,333
| Closed | -$266K | – | 1801 |
|
|
2022
Q3 | $266K | Sell |
1,333
-1,320
| -50% | -$263K | ﹤0.01% | 1534 |
|
|
2022
Q2 | $481K | Buy |
2,653
+155
| +6% | +$28.1K | ﹤0.01% | 1432 |
|
|
2022
Q1 | $479K | Buy |
2,498
+27
| +1% | +$5.18K | ﹤0.01% | 1448 |
|
|
2021
Q4 | $584K | Sell |
2,471
-847
| -26% | -$200K | ﹤0.01% | 1379 |
|
|
2021
Q3 | $687K | Buy |
3,318
+1,038
| +46% | +$215K | ﹤0.01% | 1356 |
|
|
2021
Q2 | $502K | Buy |
2,280
+1,183
| +108% | +$260K | ﹤0.01% | 1384 |
|
|
2021
Q1 | $230K | Buy |
+1,097
| New | +$230K | ﹤0.01% | 1670 |
|
|
2020
Q3 | – | Sell |
-1,408
| Closed | -$222K | – | 2461 |
|
|
2020
Q2 | $222K | Buy |
+1,408
| New | +$222K | ﹤0.01% | 1331 |
|
|
2020
Q1 | – | Sell |
-1,327
| Closed | -$228K | – | 1534 |
|
|
2019
Q4 | $228K | Buy |
+1,327
| New | +$228K | ﹤0.01% | 1426 |
|