SWM
Segment Wealth Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Hold |
3,221
| – | – | 0.04% | 197 |
|
|
2025
Q1 | $583K | Hold |
3,221
| – | – | 0.04% | 185 |
|
|
2024
Q4 | $674K | Hold |
3,221
| – | – | 0.05% | 174 |
|
|
2024
Q3 | $691K | Hold |
3,221
| – | – | 0.05% | 170 |
|
|
2024
Q2 | $648K | Hold |
3,221
| – | – | 0.05% | 170 |
|
|
2024
Q1 | $786K | Hold |
3,221
| – | – | 0.06% | 158 |
|
|
2023
Q4 | $699K | Hold |
3,221
| – | – | 0.06% | 160 |
|
|
2023
Q3 | $670K | Hold |
3,221
| – | – | 0.07% | 142 |
|
|
2023
Q2 | $693K | Hold |
3,221
| – | – | 0.07% | 133 |
|
|
2023
Q1 | $744K | Hold |
3,221
| – | – | 0.08% | 123 |
|
|
2022
Q4 | $735K | Hold |
3,221
| – | – | 0.09% | 123 |
|
|
2022
Q3 | $644K | Hold |
3,221
| – | – | 0.08% | 120 |
|
|
2022
Q2 | $585K | Hold |
3,221
| – | – | 0.07% | 125 |
|
|
2022
Q1 | $618K | Hold |
3,221
| – | – | 0.06% | 145 |
|
|
2021
Q4 | $761K | Hold |
3,221
| – | – | 0.08% | 137 |
|
|
2021
Q3 | $667K | Hold |
3,221
| – | – | 0.08% | 138 |
|
|
2021
Q2 | $709K | Hold |
3,221
| – | – | 0.08% | 135 |
|
|
2021
Q1 | $674K | Hold |
3,221
| – | – | 0.09% | 134 |
|
|
2020
Q4 | $642K | Hold |
3,221
| – | – | 0.09% | 132 |
|
|
2020
Q3 | $588K | Hold |
3,221
| – | – | 0.1% | 127 |
|
|
2020
Q2 | $509K | Hold |
3,221
| – | – | 0.09% | 130 |
|
|
2020
Q1 | $445K | Hold |
3,221
| – | – | 0.1% | 123 |
|
|
2019
Q4 | $554K | Hold |
3,221
| – | – | 0.09% | 140 |
|
|
2019
Q3 | $528K | Hold |
3,221
| – | – | 0.1% | 123 |
|
|
2019
Q2 | $554K | Hold |
3,221
| – | – | 0.11% | 122 |
|
|
2019
Q1 | $489K | Hold |
3,221
| – | – | 0.1% | 129 |
|
|
2018
Q4 | $407K | Hold |
3,221
| – | – | 0.1% | 128 |
|
|
2018
Q3 | $485K | Sell |
3,221
-410
| -11% | -$61.7K | 0.11% | 132 |
|
|
2018
Q2 | $496K | Hold |
3,631
| – | – | 0.12% | 130 |
|
|
2018
Q1 | $517K | Sell |
3,631
-114
| -3% | -$16.2K | 0.13% | 119 |
|
|
2017
Q4 | $494K | Sell |
3,745
-11
| -0.3% | -$1.45K | 0.12% | 127 |
|
|
2017
Q3 | $456K | Sell |
3,756
-87
| -2% | -$10.6K | 0.12% | 128 |
|
|
2017
Q2 | $434K | Buy |
3,843
+622
| +19% | +$70.2K | 0.12% | 133 |
|
|
2017
Q1 | $301K | Hold |
3,221
| – | – | 0.1% | 138 |
|
|
2016
Q4 | $290K | Hold |
3,221
| – | – | 0.11% | 128 |
|
|
2016
Q3 | $301K | Hold |
3,221
| – | – | 0.12% | 121 |
|
|
2016
Q2 | $264K | Hold |
3,221
| – | – | 0.11% | 118 |
|
|
2016
Q1 | $267K | Hold |
3,221
| – | – | 0.1% | 123 |
|
|
2015
Q4 | $247K | Hold |
3,221
| – | – | 0.09% | 129 |
|
|
2015
Q3 | $230K | Hold |
3,221
| – | – | 0.09% | 143 |
|
|
2015
Q2 | $253K | Hold |
3,221
| – | – | 0.09% | 147 |
|
|
2015
Q1 | $244K | Hold |
3,221
| – | – | 0.08% | 152 |
|
|
2014
Q4 | $251K | Hold |
3,221
| – | – | 0.1% | 132 |
|
|
2014
Q3 | $233K | Hold |
3,221
| – | – | 0.09% | 152 |
|
|
2014
Q2 | $260K | Hold |
3,221
| – | – | 0.1% | 149 |
|
|
2014
Q1 | $235K | Hold |
3,221
| – | – | 0.11% | 141 |
|
|
2013
Q4 | $238K | Hold |
3,221
| – | – | 0.12% | 136 |
|
|
2013
Q3 | $210K | Buy |
+3,221
| New | +$210K | 0.11% | 144 |
|