Arthur M. Cohen & Associates’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $211K | Hold |
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|
2025
Q1 | $217K | Hold |
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|
2024
Q4 | $251K | Sell |
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|
2024
Q3 | $361K | Hold |
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|
2024
Q2 | $342K | Hold |
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|
2024
Q1 | $415K | Hold |
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|
2023
Q4 | $369K | Hold |
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|
2023
Q3 | $354K | Hold |
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|
2023
Q2 | $366K | Hold |
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|
2023
Q1 | $393K | Hold |
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|
2022
Q4 | $388K | Hold |
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|
2022
Q3 | $340K | Hold |
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|
2022
Q2 | $309K | Hold |
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|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $402K | Hold |
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|
2021
Q3 | $352K | Hold |
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|
2021
Q2 | $374K | Hold |
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|
2021
Q1 | $356K | Hold |
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|
2020
Q4 | $339K | Hold |
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|
2020
Q3 | $310K | Hold |
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|
2020
Q2 | $269K | Hold |
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|
2020
Q1 | $226K | Hold |
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|
2019
Q4 | $293K | Sell |
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|
2019
Q3 | $361 | Buy |
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|
2019
Q2 | $293K | Hold |
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|
2019
Q1 | $260K | Hold |
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|
2018
Q4 | $214 | Hold |
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|
2018
Q3 | $256 | Hold |
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|
2018
Q2 | $231K | Hold |
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|
2018
Q1 | $239K | Hold |
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|
2017
Q4 | $214 | Buy |
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|
2014
Q3 | $207K | Buy |
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