Sutton Wealth Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $13.5K | Buy |
|
|||||
|
2023
Q2 | $12.1K | Buy |
|
|||||
|
2023
Q1 | $12.5K | Buy |
|
|||||
|
2022
Q4 | $1.83K | Hold |
|
|||||
|
2022
Q3 | $1.6K | Hold |
|
|||||
|
2022
Q2 | $1.45K | Hold |
|
|||||
|
2022
Q1 | $1.53K | Hold |
|
|||||
|
2021
Q4 | $1.89K | Hold |
|
|||||
|
2021
Q3 | $1.66K | Hold |
|
|||||
|
2021
Q2 | $1.76K | Hold |
|
|||||
|
2021
Q1 | $1.68K | Hold |
|
|||||
|
2020
Q4 | $1.59K | Buy |
|
|||||
|
2020
Q3 | $547 | Hold |
|
|||||
|
2020
Q2 | $474 | Buy |
|