Wealth Enhancement Advisory Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $930K | Buy |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $446K | Buy |
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|
2024
Q1 | $524K | Sell |
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|
2023
Q4 | $766K | Buy |
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|
2023
Q3 | $506K | Buy |
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|
2023
Q2 | $488K | Buy |
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $967K | Sell |
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|
2022
Q3 | $2.34M | Buy |
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