TCI 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
Q2 | – | Sell |
-44
| Closed | -$10.2K | – | 1145 |
|
|
2023
Q1 | $10.2K | Hold |
44
| – | – | ﹤0.01% | 1082 |
|
|
2022
Q4 | $10K | Hold |
44
| – | – | ﹤0.01% | 1064 |
|
|
2022
Q3 | $9K | Buy |
44
+4
| +10% | +$809 | ﹤0.01% | 1073 |
|
|
2022
Q2 | $7K | Hold |
40
| – | – | ﹤0.01% | 1247 |
|
|
2022
Q1 | $8K | Hold |
40
| – | – | ﹤0.01% | 1250 |
|
|
2021
Q4 | $9K | Hold |
40
| – | – | ﹤0.01% | 1262 |
|
|
2021
Q3 | $8K | Sell |
40
-5
| -11% | -$1.11K | ﹤0.01% | 1257 |
|
|
2021
Q2 | $10K | Hold |
45
| – | – | ﹤0.01% | 964 |
|
|
2021
Q1 | $9K | Buy |
45
+21
| +88% | +$4.16K | ﹤0.01% | 910 |
|
|
2020
Q4 | $5K | Hold |
24
| – | – | ﹤0.01% | 874 |
|
|
2020
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 852 |
|
|
2020
Q2 | $4K | Buy |
24
+3
| +14% | +$458 | ﹤0.01% | 812 |
|
|
2020
Q1 | $3K | Hold |
21
| – | – | ﹤0.01% | 874 |
|
|
2019
Q4 | $4K | Sell |
21
-8
| -28% | -$1.29K | ﹤0.01% | 922 |
|
|
2019
Q3 | $5K | Buy |
29
+8
| +38% | +$1.33K | ﹤0.01% | 806 |
|
|
2019
Q2 | $4K | Hold |
21
| – | – | ﹤0.01% | 820 |
|
|
2019
Q1 | $3K | Hold |
21
| – | – | ﹤0.01% | 913 |
|
|
2018
Q4 | $3K | Hold |
21
| – | – | ﹤0.01% | 896 |
|
|
2018
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 924 |
|
|
2018
Q2 | $3K | Hold |
21
| – | – | ﹤0.01% | 947 |
|
|
2018
Q1 | $3K | Hold |
21
| – | – | ﹤0.01% | 852 |
|
|
2017
Q4 | $3K | Hold |
21
| – | – | ﹤0.01% | 906 |
|
|
2017
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 850 |
|
|
2017
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 988 |
|
|
2017
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 940 |
|
|
2016
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 1014 |
|
|
2016
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 977 |
|
|
2016
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 939 |
|
|
2016
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 948 |
|
|
2015
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 867 |
|
|
2015
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 889 |
|
|
2015
Q2 | $2K | Buy |
+21
| New | +$1.63K | ﹤0.01% | 799 |
|
|
2015
Q1 | – | Sell |
-21
| Closed | -$2K | – | 913 |
|
|
2014
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 730 |
|
|
2014
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 735 |
|
|
2014
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 755 |
|
|
2014
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 712 |
|
|
2013
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 713 |
|
|
2013
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 701 |
|
|
2013
Q2 | $1K | Buy |
+21
| New | +$1.12K | ﹤0.01% | 657 |
|
Other funds holding IEX
