AMCA

Arthur M. Cohen & Associates’s IDEX IEX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$211K	Hold	1,200	–	–	0.04%	124
2025 Q1	$217K	Hold	1,200	–	–	0.04%	123
2024 Q4	$251K	Sell	1,200 -500	-29%	-$105K	0.04%	123
2024 Q3	$361K	Hold	1,700	–	–	0.07%	104
2024 Q2	$342K	Hold	1,700	–	–	0.06%	106
2024 Q1	$415K	Hold	1,700	–	–	0.09%	90
2023 Q4	$369K	Hold	1,700	–	–	0.09%	95
2023 Q3	$354K	Hold	1,700	–	–	0.09%	94
2023 Q2	$366K	Hold	1,700	–	–	0.09%	95
2023 Q1	$393K	Hold	1,700	–	–	0.11%	90
2022 Q4	$388K	Hold	1,700	–	–	0.11%	94
2022 Q3	$340K	Hold	1,700	–	–	0.09%	93
2022 Q2	$309K	Hold	1,700	–	–	0.08%	105
2022 Q1	$326K	Hold	1,700	–	–	0.07%	112
2021 Q4	$402K	Hold	1,700	–	–	0.07%	113
2021 Q3	$352K	Hold	1,700	–	–	0.07%	117
2021 Q2	$374K	Hold	1,700	–	–	0.07%	118
2021 Q1	$356K	Hold	1,700	–	–	0.08%	115
2020 Q4	$339K	Hold	1,700	–	–	0.08%	116
2020 Q3	$310K	Hold	1,700	–	–	0.08%	114
2020 Q2	$269K	Hold	1,700	–	–	0.08%	101
2020 Q1	$226K	Hold	1,700	–	–	0.09%	100
2019 Q4	$293K	Sell	1,700 -1,500	-47%	-$259K	0.09%	105
2019 Q3	$361	Buy	3,200 +1,500	+88%	+$169	0.1%	91
2019 Q2	$293K	Hold	1,700	–	–	0.1%	97
2019 Q1	$260K	Hold	1,700	–	–	0.09%	101
2018 Q4	$214	Hold	1,700	–	–	0.07%	108
2018 Q3	$256	Hold	1,700	–	–	0.08%	107
2018 Q2	$231K	Hold	1,700	–	–	0.09%	102
2018 Q1	$239K	Hold	1,700	–	–	0.09%	99
2017 Q4	$214	Buy	+1,700	New	+$214	0.06%	111
2014 Q3	$207K	Buy	+1,700	New	+$207K	0.1%	105