Bahl & Gaynor’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
1,509
-1,204
| -44% | -$211K | ﹤0.01% | 314 |
|
|
2025
Q1 | $491K | Hold |
2,713
| – | – | ﹤0.01% | 286 |
|
|
2024
Q4 | $568K | Hold |
2,713
| – | – | ﹤0.01% | 277 |
|
|
2024
Q3 | $582K | Sell |
2,713
-26
| -0.9% | -$5.58K | ﹤0.01% | 272 |
|
|
2024
Q2 | $551K | Hold |
2,739
| – | – | ﹤0.01% | 273 |
|
|
2024
Q1 | $668K | Sell |
2,739
-111
| -4% | -$27.1K | ﹤0.01% | 268 |
|
|
2023
Q4 | $619K | Sell |
2,850
-219
| -7% | -$47.5K | ﹤0.01% | 269 |
|
|
2023
Q3 | $638K | Sell |
3,069
-131
| -4% | -$27.3K | ﹤0.01% | 257 |
|
|
2023
Q2 | $689K | Sell |
3,200
-83
| -3% | -$17.9K | ﹤0.01% | 263 |
|
|
2023
Q1 | $758K | Sell |
3,283
-659
| -17% | -$152K | ﹤0.01% | 255 |
|
|
2022
Q4 | $900K | Sell |
3,942
-1,150
| -23% | -$263K | 0.01% | 245 |
|
|
2022
Q3 | $1.02M | Sell |
5,092
-655
| -11% | -$131K | 0.01% | 233 |
|
|
2022
Q2 | $1.04M | Sell |
5,747
-76
| -1% | -$13.8K | 0.01% | 244 |
|
|
2022
Q1 | $1.12M | Sell |
5,823
-1,803
| -24% | -$346K | 0.01% | 246 |
|
|
2021
Q4 | $1.8M | Buy |
7,626
+84
| +1% | +$19.8K | 0.01% | 233 |
|
|
2021
Q3 | $1.56M | Buy |
7,542
+180
| +2% | +$37.3K | 0.01% | 238 |
|
|
2021
Q2 | $1.62M | Sell |
7,362
-35
| -0.5% | -$7.7K | 0.01% | 242 |
|
|
2021
Q1 | $1.55M | Sell |
7,397
-227
| -3% | -$47.5K | 0.01% | 248 |
|
|
2020
Q4 | $1.52M | Buy |
7,624
+79
| +1% | +$15.7K | 0.01% | 244 |
|
|
2020
Q3 | $1.38M | Sell |
7,545
-26
| -0.3% | -$4.74K | 0.01% | 248 |
|
|
2020
Q2 | $1.2M | Buy |
7,571
+4,089
| +117% | +$646K | 0.01% | 251 |
|
|
2020
Q1 | $481K | Buy |
+3,482
| New | +$481K | ﹤0.01% | 282 |
|