SW
SVB Wealth’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-311
| Closed | -$56.3K | – | 1027 |
|
|
2025
Q1 | $56.3K | Buy |
+311
| New | +$56.3K | ﹤0.01% | 514 |
|
|
2024
Q2 | – | Sell |
-938
| Closed | -$229K | – | 780 |
|
|
2024
Q1 | $229K | Sell |
938
-1,126
| -55% | -$275K | 0.01% | 717 |
|
|
2023
Q4 | $448K | Sell |
2,064
-321
| -13% | -$69.7K | 0.01% | 511 |
|
|
2023
Q3 | $496K | Sell |
2,385
-242
| -9% | -$50.3K | 0.01% | 462 |
|
|
2023
Q2 | $566K | Sell |
2,627
-6,950
| -73% | -$1.5M | 0.01% | 455 |
|
|
2023
Q1 | $2.21M | Sell |
9,577
-539
| -5% | -$125K | 0.03% | 252 |
|
|
2022
Q4 | $2.31M | Sell |
10,116
-558
| -5% | -$127K | 0.03% | 245 |
|
|
2022
Q3 | $2.13M | Sell |
10,674
-821
| -7% | -$164K | 0.03% | 250 |
|
|
2022
Q2 | $2.09M | Sell |
11,495
-2,553
| -18% | -$464K | 0.03% | 218 |
|
|
2022
Q1 | $2.69M | Sell |
14,048
-91,710
| -87% | -$17.6M | 0.04% | 195 |
|
|
2021
Q4 | $25M | Buy |
105,758
+263
| +0.2% | +$62.2K | 0.41% | 59 |
|
|
2021
Q3 | $21.8M | Buy |
105,495
+1,569
| +2% | +$325K | 0.28% | 68 |
|
|
2021
Q2 | $22.9M | Buy |
103,926
+1,251
| +1% | +$275K | 0.29% | 69 |
|
|
2021
Q1 | $21.5M | Buy |
102,675
+16,440
| +19% | +$3.44M | 0.3% | 59 |
|
|
2020
Q4 | $17.2M | Buy |
+86,235
| New | +$17.2M | 0.25% | 76 |
|