VisionPoint Advisory Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-692
| Closed | -$143K | – | 253 |
|
|
2024
Q4 | $143K | Sell |
692
-12
| -2% | -$2.47K | 0.05% | 214 |
|
|
2024
Q3 | $151K | Buy |
704
+160
| +29% | +$34.3K | 0.05% | 199 |
|
|
2024
Q2 | $109K | Buy |
544
+177
| +48% | +$35.6K | 0.04% | 210 |
|
|
2024
Q1 | $89.6K | Buy |
367
+137
| +60% | +$33.4K | 0.03% | 216 |
|
|
2023
Q4 | $49.9K | Buy |
+230
| New | +$49.9K | 0.02% | 240 |
|