Summit Securities Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.78K | Buy |
+50
| New | +$8.78K | ﹤0.01% | 776 |
|
|
2023
Q3 | – | Sell |
-99
| Closed | -$21K | – | 618 |
|
|
2023
Q2 | $21K | Sell |
99
-49
| -33% | -$10.4K | ﹤0.01% | 496 |
|
|
2023
Q1 | $34K | Buy |
148
+72
| +95% | +$16.5K | ﹤0.01% | 381 |
|
|
2022
Q4 | $17K | Buy |
+76
| New | +$17K | ﹤0.01% | 704 |
|
|
2022
Q3 | – | Sell |
-160
| Closed | -$29K | – | 816 |
|
|
2022
Q2 | $29K | Buy |
160
+129
| +416% | +$23.4K | ﹤0.01% | 497 |
|
|
2022
Q1 | $6K | Buy |
+31
| New | +$6K | ﹤0.01% | 695 |
|