B. Metzler seel. Sohn & Co’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Buy |
22,077
+15,849
| +254% | +$2.78M | 0.04% | 237 |
|
|
2025
Q1 | $1.13M | Buy |
6,228
+2,548
| +69% | +$461K | 0.01% | 494 |
|
|
2024
Q4 | $770K | Sell |
3,680
-2,220
| -38% | -$465K | 0.01% | 583 |
|
|
2024
Q3 | $1.27M | Sell |
5,900
-1,110
| -16% | -$238K | 0.01% | 502 |
|
|
2024
Q2 | $1.41M | Buy |
7,010
+3,219
| +85% | +$648K | 0.01% | 449 |
|
|
2024
Q1 | $925K | Hold |
3,791
| – | – | 0.01% | 533 |
|
|
2023
Q4 | $823K | Sell |
3,791
-4,485
| -54% | -$974K | 0.01% | 534 |
|
|
2023
Q3 | $1.72M | Buy |
8,276
+3,288
| +66% | +$684K | 0.03% | 347 |
|
|
2023
Q2 | $1.07M | Sell |
4,988
-193
| -4% | -$41.5K | 0.01% | 479 |
|
|
2023
Q1 | $1.2M | Buy |
5,181
+1,263
| +32% | +$292K | 0.02% | 411 |
|
|
2022
Q4 | $895K | Buy |
3,918
+624
| +19% | +$142K | 0.02% | 450 |
|
|
2022
Q3 | $658K | Buy |
3,294
+1,090
| +49% | +$218K | 0.01% | 497 |
|
|
2022
Q2 | $400K | Sell |
2,204
-1,090
| -33% | -$198K | 0.01% | 590 |
|
|
2022
Q1 | $632K | Hold |
3,294
| – | – | 0.01% | 558 |
|
|
2021
Q4 | $776K | Buy |
3,294
+967
| +42% | +$228K | 0.01% | 483 |
|
|
2021
Q3 | $482K | Hold |
2,327
| – | – | 0.01% | 566 |
|
|
2021
Q2 | $512K | Buy |
2,327
+243
| +12% | +$53.5K | 0.01% | 549 |
|
|
2021
Q1 | $436K | Hold |
2,084
| – | – | 0.01% | 571 |
|
|
2020
Q4 | $410K | Buy |
+2,084
| New | +$410K | 0.01% | 557 |
|