True Wealth Design’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93K | Buy |
11
+3
| +38% | +$527 | ﹤0.01% | 1199 |
|
|
2025
Q1 | $1.45K | Buy |
8
+3
| +60% | +$543 | ﹤0.01% | 1127 |
|
|
2024
Q4 | $1.05K | Buy |
5
+1
| +25% | +$209 | ﹤0.01% | 926 |
|
|
2024
Q3 | $858 | Hold |
4
| – | – | ﹤0.01% | 1008 |
|
|
2024
Q2 | $805 | Buy |
4
+1
| +33% | +$201 | ﹤0.01% | 559 |
|
|
2024
Q1 | $733 | Buy |
3
+1
| +50% | +$244 | ﹤0.01% | 537 |
|
|
2023
Q4 | $435 | Hold |
2
| – | – | ﹤0.01% | 501 |
|
|
2023
Q3 | $417 | Hold |
2
| – | – | ﹤0.01% | 464 |
|
|
2023
Q2 | $431 | Hold |
2
| – | – | ﹤0.01% | 486 |
|
|
2023
Q1 | $463 | Hold |
2
| – | – | ﹤0.01% | 542 |
|
|
2022
Q4 | $457 | Buy |
+2
| New | +$457 | ﹤0.01% | 476 |
|