Ancora Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.7K | Sell |
494
-3
| -0.6% | -$527 | ﹤0.01% | 894 |
|
|
2025
Q1 | $89.9K | Buy |
497
+1
| +0.2% | +$181 | ﹤0.01% | 874 |
|
|
2024
Q4 | $104K | Buy |
496
+494
| +24,700% | +$103K | ﹤0.01% | 830 |
|
|
2024
Q3 | $429 | Buy |
+2
| New | +$429 | ﹤0.01% | 1610 |
|
|
2023
Q1 | – | Sell |
-2
| Closed | – | – | 1956 |
|
|
2022
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1824 |
|
|
2021
Q3 | – | Sell |
-3
| Closed | -$1K | – | 2219 |
|
|
2021
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1854 |
|
|
2018
Q4 | – | Sell |
-168
| Closed | -$25K | – | 888 |
|
|
2018
Q3 | $25K | Buy |
+168
| New | +$25K | ﹤0.01% | 1028 |
|