Spire Wealth Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24.1K | Buy |
|
|||||
|
2025
Q2 | $9.3K | Sell |
|
|||||
|
2025
Q1 | $30.7K | Sell |
|
|||||
|
2024
Q4 | $75.6K | Sell |
|
|||||
|
2024
Q3 | $1.56M | Sell |
|
|||||
|
2024
Q2 | $4.49M | Sell |
|
|||||
|
2024
Q1 | $6.21M | Sell |
|
|||||
|
2023
Q4 | $5.27M | Buy |
|
|||||
|
2023
Q3 | $3.68M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $8K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $7K | Buy |
|