Advisor Partners’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $582K | Buy |
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|
2022
Q1 | $576K | Buy |
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|
2021
Q4 | $661K | Buy |
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|
2021
Q3 | $501K | Sell |
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|
2021
Q2 | $591K | Sell |
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|
2021
Q1 | $577K | Sell |
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|
2020
Q4 | $550K | Sell |
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|
2020
Q3 | $507K | Buy |
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|
2020
Q2 | $439K | Buy |
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|
2020
Q1 | $379K | Buy |
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|
2019
Q4 | $459K | Buy |
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|
2019
Q3 | $429K | Buy |
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|
2019
Q2 | $261K | Buy |
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|
2019
Q1 | $228K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $249K | Buy |
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|
2018
Q2 | $224K | Buy |
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|
2018
Q1 | $212K | Sell |
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|
2017
Q4 | $238K | Buy |
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|
2017
Q3 | $204K | Buy |
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