TFC Financial Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $703 | Buy |
4
+2
| +100% | +$352 | ﹤0.01% | 625 |
|
|
2025
Q1 | $362 | Hold |
2
| – | – | ﹤0.01% | 687 |
|
|
2024
Q4 | $419 | Hold |
2
| – | – | ﹤0.01% | 683 |
|
|
2024
Q3 | $429 | Hold |
2
| – | – | ﹤0.01% | 693 |
|
|
2024
Q2 | $403 | Sell |
2
-1
| -33% | -$202 | ﹤0.01% | 671 |
|
|
2024
Q1 | $733 | Buy |
3
+1
| +50% | +$244 | ﹤0.01% | 588 |
|
|
2023
Q4 | $435 | Buy |
+2
| New | +$435 | ﹤0.01% | 612 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | -$232 | – | 689 |
|
|
2023
Q1 | $232 | Buy |
+1
| New | +$232 | ﹤0.01% | 620 |
|