SWA
SOA Wealth Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-50
| Closed | -$10.1K | – | 851 |
|
|
2024
Q2 | $10.1K | Sell |
50
-1
| -2% | -$201 | ﹤0.01% | 537 |
|
|
2024
Q1 | $12.4K | Hold |
51
| – | – | ﹤0.01% | 508 |
|
|
2023
Q4 | $11.1K | Hold |
51
| – | – | ﹤0.01% | 514 |
|
|
2023
Q3 | $10.6K | Hold |
51
| – | – | ﹤0.01% | 516 |
|
|
2023
Q2 | $11K | Hold |
51
| – | – | ﹤0.01% | 521 |
|
|
2023
Q1 | $11.8K | Hold |
51
| – | – | ﹤0.01% | 505 |
|
|
2022
Q4 | $11.6K | Hold |
51
| – | – | ﹤0.01% | 502 |
|
|
2022
Q3 | $10K | Hold |
51
| – | – | ﹤0.01% | 509 |
|
|
2022
Q2 | $9K | Sell |
51
-31
| -38% | -$5.47K | ﹤0.01% | 510 |
|
|
2022
Q1 | $15K | Hold |
82
| – | – | ﹤0.01% | 514 |
|
|
2021
Q4 | $19K | Hold |
82
| – | – | ﹤0.01% | 456 |
|
|
2021
Q3 | $16K | Sell |
82
-2
| -2% | -$390 | ﹤0.01% | 487 |
|
|
2021
Q2 | $18K | Buy |
84
+19
| +29% | +$4.07K | ﹤0.01% | 477 |
|
|
2021
Q1 | $13K | Sell |
65
-85
| -57% | -$17K | ﹤0.01% | 471 |
|
|
2020
Q4 | $29K | Buy |
+150
| New | +$29K | 0.01% | 337 |
|