Stephens Consulting’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352 | Buy |
+2
| New | +$352 | ﹤0.01% | 989 |
|
|
2022
Q4 | – | Sell |
-15
| Closed | -$3K | – | 528 |
|
|
2022
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 456 |
|
|
2022
Q2 | $2.72K | Hold |
15
| – | – | ﹤0.01% | 456 |
|
|
2022
Q1 | $2.88K | Hold |
15
| – | – | ﹤0.01% | 478 |
|
|
2021
Q4 | $3.55K | Buy |
+15
| New | +$3.55K | ﹤0.01% | 536 |
|