SSWM
Sheets Smith Wealth Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Hold |
4,207
| – | – | 0.09% | 216 |
|
|
2025
Q1 | $761K | Buy |
4,207
+655
| +18% | +$119K | 0.09% | 192 |
|
|
2024
Q4 | $743K | Hold |
3,552
| – | – | 0.09% | 194 |
|
|
2024
Q3 | $762K | Sell |
3,552
-110
| -3% | -$23.6K | 0.09% | 185 |
|
|
2024
Q2 | $737K | Buy |
3,662
+792
| +28% | +$159K | 0.09% | 183 |
|
|
2024
Q1 | $700K | Buy |
+2,870
| New | +$700K | 0.08% | 198 |
|