Sutton Wealth Advisors’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $13.5K | Buy |
65
+9
| +16% | +$1.87K | 0.01% | 422 |
|
|
2023
Q2 | $12.1K | Buy |
56
+2
| +4% | +$431 | 0.01% | 428 |
|
|
2023
Q1 | $12.5K | Buy |
54
+46
| +575% | +$10.6K | 0.01% | 381 |
|
|
2022
Q4 | $1.83K | Hold |
8
| – | – | ﹤0.01% | 1219 |
|
|
2022
Q3 | $1.6K | Hold |
8
| – | – | ﹤0.01% | 1212 |
|
|
2022
Q2 | $1.45K | Hold |
8
| – | – | ﹤0.01% | 1221 |
|
|
2022
Q1 | $1.53K | Hold |
8
| – | – | ﹤0.01% | 1241 |
|
|
2021
Q4 | $1.89K | Hold |
8
| – | – | ﹤0.01% | 1209 |
|
|
2021
Q3 | $1.66K | Hold |
8
| – | – | ﹤0.01% | 1194 |
|
|
2021
Q2 | $1.76K | Hold |
8
| – | – | ﹤0.01% | 1178 |
|
|
2021
Q1 | $1.68K | Hold |
8
| – | – | ﹤0.01% | 1159 |
|
|
2020
Q4 | $1.59K | Buy |
8
+5
| +167% | +$996 | ﹤0.01% | 1138 |
|
|
2020
Q3 | $547 | Hold |
3
| – | – | ﹤0.01% | 1172 |
|
|
2020
Q2 | $474 | Buy |
+3
| New | +$474 | ﹤0.01% | 1166 |
|