Veritable’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $253K | Sell |
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|
2022
Q4 | $252K | Buy |
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|
2022
Q3 | $208K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $205K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $267K | Sell |
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|
2019
Q1 | $236K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $226K | Sell |
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|
2018
Q2 | $207K | Sell |
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|
2018
Q1 | $217K | Sell |
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|
2017
Q4 | $202K | Buy |
|