Private Wealth Management Group’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46K | Sell |
14
-29
| -67% | -$5.09K | ﹤0.01% | 1021 |
|
|
2025
Q1 | $7.78K | Sell |
43
-5
| -10% | -$905 | ﹤0.01% | 560 |
|
|
2024
Q4 | $10K | Hold |
48
| – | – | ﹤0.01% | 469 |
|
|
2024
Q3 | $10.3K | Hold |
48
| – | – | ﹤0.01% | 451 |
|
|
2024
Q2 | $9.66K | Sell |
48
-49
| -51% | -$9.86K | ﹤0.01% | 450 |
|
|
2024
Q1 | $23.7K | Hold |
97
| – | – | 0.01% | 241 |
|
|
2023
Q4 | $21.1K | Buy |
+97
| New | +$21.1K | 0.01% | 259 |
|