True Wealth Design’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 | $2.44K | Buy |
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|
2025
Q2 | $1.93K | Buy |
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|
2025
Q1 | $1.45K | Buy |
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|
2024
Q4 | $1.05K | Buy |
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|
2024
Q3 | $858 | Hold |
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|
2024
Q2 | $805 | Buy |
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|
2024
Q1 | $733 | Buy |
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|
2023
Q4 | $435 | Hold |
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|
2023
Q3 | $417 | Hold |
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|
2023
Q2 | $431 | Hold |
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|
2023
Q1 | $463 | Hold |
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|
2022
Q4 | $457 | Buy |
|