Wealth Enhancement Advisory Services’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
6,341
+1,202
| +23% | +$218K | ﹤0.01% | 1660 |
|
|
2025
Q1 | $930K | Buy |
5,139
+214
| +4% | +$38.7K | ﹤0.01% | 1631 |
|
|
2024
Q4 | $1.03M | Buy |
4,925
+61
| +1% | +$12.8K | ﹤0.01% | 1516 |
|
|
2024
Q3 | $1.04M | Buy |
4,864
+2,646
| +119% | +$568K | ﹤0.01% | 1361 |
|
|
2024
Q2 | $446K | Buy |
2,218
+69
| +3% | +$13.9K | ﹤0.01% | 1714 |
|
|
2024
Q1 | $524K | Sell |
2,149
-1,380
| -39% | -$337K | ﹤0.01% | 1556 |
|
|
2023
Q4 | $766K | Buy |
3,529
+1,099
| +45% | +$239K | ﹤0.01% | 1271 |
|
|
2023
Q3 | $506K | Buy |
2,430
+163
| +7% | +$33.9K | ﹤0.01% | 1416 |
|
|
2023
Q2 | $488K | Buy |
2,267
+1,150
| +103% | +$248K | 0.01% | 355 |
|
|
2023
Q1 | $258K | Sell |
1,117
-3,035
| -73% | -$701K | ﹤0.01% | 468 |
|
|
2022
Q4 | $967K | Sell |
4,152
-7,435
| -64% | -$1.73M | 0.01% | 227 |
|
|
2022
Q3 | $2.34M | Buy |
+11,587
| New | +$2.34M | 0.03% | 160 |
|