Atria Investments’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $394K | Buy |
2,080
+42
| +2% | +$8.29K | ﹤0.01% | 1576 |
|
|
2025
Q4 | $363K | Sell |
2,038
-64
| -3% | -$10.9K | ﹤0.01% | 1635 |
|
|
2025
Q3 | $342K | Sell |
2,102
-922
| -30% | -$156K | ﹤0.01% | 1647 |
|
|
2025
Q2 | $531K | Sell |
3,024
-252
| -8% | -$44.7K | 0.01% | 1387 |
|
|
2025
Q1 | $593K | Sell |
3,276
-2,411
| -42% | -$480K | 0.01% | 1254 |
|
|
2024
Q4 | $1.19M | Sell |
5,687
-858
| -13% | -$188K | 0.01% | 892 |
|
|
2024
Q3 | $1.4M | Sell |
6,545
-2,376
| -27% | -$479K | 0.02% | 812 |
|
|
2024
Q2 | $1.79M | Buy |
8,921
+1,322
| +17% | +$289K | 0.02% | 683 |
|
|
2024
Q1 | $1.85M | Buy |
7,599
+324
| +4% | +$73.2K | 0.03% | 689 |
|
|
2023
Q4 | $1.58M | Sell |
7,275
-2,171
| -23% | -$438K | 0.02% | 693 |
|
|
2023
Q3 | $1.97M | Sell |
9,446
-1,436
| -13% | -$312K | 0.04% | 573 |
|
|
2023
Q2 | $2.34M | Sell |
10,882
-1,738
| -14% | -$365K | 0.04% | 498 |
|
|
2023
Q1 | $2.92M | Sell |
12,620
-527
| -4% | -$120K | 0.06% | 409 |
|
|
2022
Q4 | $3M | Buy |
13,147
+2,259
| +21% | +$505K | 0.06% | 378 |
|
|
2022
Q3 | $2.18M | Buy |
10,888
+905
| +9% | +$183K | 0.05% | 454 |
|
|
2022
Q2 | $1.81M | Buy |
9,983
+65
| +0.7% | +$12.2K | 0.04% | 536 |
|
|
2022
Q1 | $1.9M | Sell |
9,918
-479
| -5% | -$97.2K | 0.03% | 591 |
|
|
2021
Q4 | $2.46M | Buy |
10,397
+491
| +5% | +$112K | 0.04% | 479 |
|
|
2021
Q3 | $2.05M | Buy |
9,906
+432
| +5% | +$95.9K | 0.04% | 516 |
|
|
2021
Q2 | $2.08M | Sell |
9,474
-208
| -2% | -$46K | 0.04% | 485 |
|
|
2021
Q1 | $2.03M | Buy |
9,682
+2,778
| +40% | +$551K | 0.04% | 449 |
|
|
2020
Q4 | $1.38M | Buy |
+6,904
| New | +$1.31M | 0.03% | 553 |
|
|
2020
Q2 | – | Sell |
-3,340
| Closed | -$461K | – | 656 |
|
|
2020
Q1 | $461K | Buy |
3,340
+1,464
| +78% | +$230K | 0.04% | 366 |
|
|
2019
Q4 | $323K | Buy |
1,876
+413
| +28% | +$66.8K | 0.01% | 952 |
|
|
2019
Q3 | $240K | Buy |
+1,463
| New | +$243K | 0.01% | 789 |
|
|
2014
Q2 | – | Sell |
-7,445
| Closed | -$543K | – | 444 |
|
|
2014
Q1 | $543K | Buy |
7,445
+73
| +1% | +$5.31K | 0.06% | 276 |
|
|
2013
Q4 | $544K | Buy |
7,372
+163
| +2% | +$11.3K | 0.05% | 278 |
|
|
2013
Q3 | $470K | Buy |
7,209
+187
| +3% | +$11.3K | 0.05% | 293 |
|
|
2013
Q2 | $378K | Buy |
+7,022
| New | +$374K | 0.05% | 241 |
|
Other funds holding IEX
VCM
VPM
