TD Private Client Wealth’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6K | Sell |
66
-46
| -41% | -$8.08K | ﹤0.01% | 1048 |
|
|
2025
Q1 | $20.3K | Sell |
112
-92
| -45% | -$16.7K | ﹤0.01% | 936 |
|
|
2024
Q4 | $42.7K | Hold |
204
| – | – | ﹤0.01% | 851 |
|
|
2024
Q3 | $43.8K | Sell |
204
-15
| -7% | -$3.22K | ﹤0.01% | 851 |
|
|
2024
Q2 | $44.1K | Sell |
219
-44
| -17% | -$8.85K | ﹤0.01% | 827 |
|
|
2024
Q1 | $64.2K | Buy |
263
+29
| +12% | +$7.08K | ﹤0.01% | 766 |
|
|
2023
Q4 | $50.8K | Buy |
234
+60
| +34% | +$13K | ﹤0.01% | 812 |
|
|
2023
Q3 | $36.2K | Sell |
174
-26
| -13% | -$5.41K | ﹤0.01% | 830 |
|
|
2023
Q2 | $43.1K | Buy |
200
+46
| +30% | +$9.9K | ﹤0.01% | 807 |
|
|
2023
Q1 | $35.6K | Sell |
154
-7
| -4% | -$1.62K | ﹤0.01% | 839 |
|
|
2022
Q4 | $36.8K | Buy |
161
+17
| +12% | +$3.88K | ﹤0.01% | 810 |
|
|
2022
Q3 | $28.8K | Buy |
144
+3
| +2% | +$600 | ﹤0.01% | 843 |
|
|
2022
Q2 | $25.6K | Buy |
141
+7
| +5% | +$1.27K | ﹤0.01% | 868 |
|
|
2022
Q1 | $25.7K | Buy |
134
+41
| +44% | +$7.86K | ﹤0.01% | 902 |
|
|
2021
Q4 | $22K | Buy |
93
+13
| +16% | +$3.07K | ﹤0.01% | 844 |
|
|
2021
Q3 | $16.6K | Buy |
80
+11
| +16% | +$2.28K | ﹤0.01% | 868 |
|
|
2021
Q2 | $15.2K | Buy |
69
+3
| +5% | +$660 | ﹤0.01% | 875 |
|
|
2021
Q1 | $13.8K | Sell |
66
-10
| -13% | -$2.09K | ﹤0.01% | 866 |
|
|
2020
Q4 | $15.1K | Sell |
76
-2
| -3% | -$398 | ﹤0.01% | 805 |
|
|
2020
Q3 | $14.2K | Hold |
78
| – | – | ﹤0.01% | 766 |
|
|
2020
Q2 | $12.3K | Buy |
78
+34
| +77% | +$5.37K | ﹤0.01% | 778 |
|
|
2020
Q1 | $6.08K | Buy |
44
+34
| +340% | +$4.7K | ﹤0.01% | 800 |
|
|
2019
Q4 | $1.72K | Buy |
+10
| New | +$1.72K | ﹤0.01% | 921 |
|