TD Private Client Wealth’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.6K | Buy |
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|
2025
Q2 | $11.6K | Sell |
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|
2025
Q1 | $20.3K | Sell |
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|
2024
Q4 | $42.7K | Hold |
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|
2024
Q3 | $43.8K | Sell |
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|
2024
Q2 | $44.1K | Sell |
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|
2024
Q1 | $64.2K | Buy |
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|
2023
Q4 | $50.8K | Buy |
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|
2023
Q3 | $36.2K | Sell |
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|
2023
Q2 | $43.1K | Buy |
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|
2023
Q1 | $35.6K | Sell |
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|
2022
Q4 | $36.8K | Buy |
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|
2022
Q3 | $28.8K | Buy |
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|
2022
Q2 | $25.6K | Buy |
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|
2022
Q1 | $25.7K | Buy |
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|
2021
Q4 | $22K | Buy |
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|
2021
Q3 | $16.6K | Buy |
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|
2021
Q2 | $15.2K | Buy |
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|
2021
Q1 | $13.8K | Sell |
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|
2020
Q4 | $15.1K | Sell |
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|
2020
Q3 | $14.2K | Hold |
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|
2020
Q2 | $12.3K | Buy |
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|
2020
Q1 | $6.08K | Buy |
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|
2019
Q4 | $1.72K | Buy |
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