Provenance Wealth Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6
| Closed | -$1.09K | – | 483 |
|
|
2025
Q1 | $1.09K | Hold |
6
| – | – | ﹤0.01% | 464 |
|
|
2024
Q4 | $1.26K | Hold |
6
| – | – | ﹤0.01% | 471 |
|
|
2024
Q3 | $1.29K | Hold |
6
| – | – | ﹤0.01% | 510 |
|
|
2024
Q2 | $1.21K | Hold |
6
| – | – | ﹤0.01% | 428 |
|
|
2024
Q1 | $1.46K | Hold |
6
| – | – | ﹤0.01% | 442 |
|
|
2023
Q4 | $1.3K | Sell |
6
-1
| -14% | -$217 | ﹤0.01% | 501 |
|
|
2023
Q3 | $1.46K | Buy |
+7
| New | +$1.46K | ﹤0.01% | 350 |
|