United Capital Financial Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $256K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $270K | Sell |
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|
2023
Q1 | $293K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $213K | Sell |
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|
2021
Q2 | $351K | Buy |
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|
2021
Q1 | $281K | Buy |
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|
2020
Q4 | $262K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $293K | Sell |
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|
2019
Q3 | $306K | Sell |
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|
2019
Q2 | $408K | Buy |
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|
2019
Q1 | $347K | Sell |
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|
2018
Q4 | $289K | Sell |
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|
2018
Q3 | $395K | Buy |
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|
2018
Q2 | $313K | Sell |
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|
2018
Q1 | $332K | Buy |
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|
2017
Q4 | $234K | Sell |
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|
2017
Q3 | $234K | Sell |
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|
2017
Q2 | $234K | Sell |
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|
2017
Q1 | $220K | Sell |
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|
2016
Q4 | $227K | Sell |
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|
2016
Q3 | $240K | Sell |
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|
2016
Q2 | $246K | Sell |
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|
2016
Q1 | $259K | Sell |
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|
2015
Q4 | $249K | Sell |
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|
2015
Q3 | $451K | Buy |
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|
2015
Q2 | $473K | Buy |
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|
2015
Q1 | $451K | Sell |
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|
2014
Q4 | $529K | Buy |
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|
2014
Q3 | $471K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $498K | Buy |
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|
2013
Q4 | $407K | Buy |
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