Stratos Wealth Partners’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,657
| Closed | -$300K | – | 1449 |
|
|
2025
Q1 | $300K | Sell |
1,657
-4,389
| -73% | -$794K | ﹤0.01% | 1096 |
|
|
2024
Q4 | $1.27M | Buy |
6,046
+110
| +2% | +$23K | 0.02% | 610 |
|
|
2024
Q3 | $1.27M | Buy |
5,936
+3,741
| +170% | +$802K | 0.02% | 589 |
|
|
2024
Q2 | $442K | Buy |
2,195
+685
| +45% | +$138K | 0.01% | 948 |
|
|
2024
Q1 | $368K | Buy |
1,510
+307
| +26% | +$74.9K | 0.01% | 1008 |
|
|
2023
Q4 | $261K | Buy |
+1,203
| New | +$261K | ﹤0.01% | 1146 |
|
|
2022
Q3 | – | Sell |
-3,887
| Closed | -$706K | – | 1179 |
|
|
2022
Q2 | $706K | Buy |
3,887
+344
| +10% | +$62.5K | 0.02% | 605 |
|
|
2022
Q1 | $679K | Sell |
3,543
-4
| -0.1% | -$767 | 0.02% | 685 |
|
|
2021
Q4 | $838K | Buy |
3,547
+2
| +0.1% | +$473 | 0.02% | 612 |
|
|
2021
Q3 | $734K | Buy |
3,545
+4
| +0.1% | +$828 | 0.02% | 622 |
|
|
2021
Q2 | $779K | Sell |
3,541
-326
| -8% | -$71.7K | 0.02% | 627 |
|
|
2021
Q1 | $809K | Buy |
3,867
+23
| +0.6% | +$4.81K | 0.02% | 557 |
|
|
2020
Q4 | $766K | Hold |
3,844
| – | – | 0.02% | 530 |
|
|
2020
Q3 | $701K | Hold |
3,844
| – | – | 0.02% | 509 |
|
|
2020
Q2 | $608K | Buy |
3,844
+12
| +0.3% | +$1.9K | 0.02% | 527 |
|
|
2020
Q1 | $529K | Buy |
3,832
+11
| +0.3% | +$1.52K | 0.02% | 512 |
|
|
2019
Q4 | $657K | Sell |
3,821
-465
| -11% | -$80K | 0.03% | 511 |
|
|
2019
Q3 | $702K | Hold |
4,286
| – | – | 0.03% | 472 |
|
|
2019
Q2 | $738K | Hold |
4,286
| – | – | 0.03% | 454 |
|
|
2019
Q1 | $650K | Hold |
4,286
| – | – | 0.03% | 479 |
|
|
2018
Q4 | $541K | Hold |
4,286
| – | – | 0.03% | 488 |
|
|
2018
Q3 | $646K | Hold |
4,286
| – | – | 0.03% | 453 |
|
|
2018
Q2 | $585K | Hold |
4,286
| – | – | 0.03% | 522 |
|
|
2018
Q1 | $611K | Hold |
4,286
| – | – | 0.03% | 486 |
|
|
2017
Q4 | $566K | Hold |
4,286
| – | – | 0.03% | 490 |
|
|
2017
Q3 | $521K | Sell |
4,286
-84
| -2% | -$10.2K | 0.02% | 500 |
|
|
2017
Q2 | $494K | Sell |
4,370
-241
| -5% | -$27.2K | 0.03% | 457 |
|
|
2017
Q1 | $431K | Buy |
4,611
+84
| +2% | +$7.85K | 0.02% | 459 |
|
|
2016
Q4 | $408K | Sell |
4,527
-270
| -6% | -$24.3K | 0.03% | 440 |
|
|
2016
Q3 | $449K | Sell |
4,797
-84
| -2% | -$7.86K | 0.03% | 382 |
|
|
2016
Q2 | $401K | Hold |
4,881
| – | – | 0.03% | 376 |
|
|
2016
Q1 | $405K | Buy |
4,881
+4
| +0.1% | +$332 | 0.03% | 343 |
|
|
2015
Q4 | $374K | Buy |
4,877
+17
| +0.3% | +$1.3K | 0.03% | 368 |
|
|
2015
Q3 | $347K | Buy |
4,860
+36
| +0.7% | +$2.57K | 0.04% | 334 |
|
|
2015
Q2 | $379K | Hold |
4,824
| – | – | 0.05% | 308 |
|
|
2015
Q1 | $366K | Hold |
4,824
| – | – | 0.04% | 373 |
|
|
2014
Q4 | $376K | Buy |
4,824
+2
| +0% | +$156 | 0.07% | 302 |
|
|
2014
Q3 | $349K | Hold |
4,822
| – | – | 0.08% | 204 |
|
|
2014
Q2 | $389K | Buy |
+4,822
| New | +$389K | 0.13% | 187 |
|