RMR Wealth Builders’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
|
|||||
|
2025
Q1 | $273K | Buy |
|
|||||
|
2024
Q4 | $301K | Hold |
|
|||||
|
2024
Q3 | $308K | Hold |
|
|||||
|
2024
Q2 | $289K | Hold |
|
|||||
|
2024
Q1 | $351K | Hold |
|
|||||
|
2023
Q4 | $312K | Hold |
|
|||||
|
2023
Q3 | $299K | Hold |
|
|||||
|
2023
Q2 | $309K | Hold |
|
|||||
|
2023
Q1 | $332K | Hold |
|
|||||
|
2022
Q4 | $328K | Hold |
|
|||||
|
2022
Q3 | $287K | Buy |
|
|||||
|
2022
Q2 | $230K | Hold |
|
|||||
|
2022
Q1 | $243K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $262K | Hold |
|
|||||
|
2021
Q2 | $279K | Hold |
|
|||||
|
2021
Q1 | $265K | Hold |
|
|||||
|
2020
Q4 | $253K | Hold |
|
|||||
|
2020
Q3 | $231K | Hold |
|
|||||
|
2020
Q2 | $200K | Buy |
|
|||||
|
2019
Q4 | $218K | Buy |
|