Bank Julius Baer & 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 | $5.33M | Sell |
30,359
-4,684
| -13% | -$822K | 0.02% | 236 |
|
|
2025
Q1 | $6.48M | Sell |
35,043
-35,100
| -50% | -$6.49M | 0.02% | 227 |
|
|
2024
Q4 | $14.8M | Buy |
70,143
+8,888
| +15% | +$1.88M | 0.05% | 178 |
|
|
2024
Q3 | $13.4M | Buy |
61,255
+58,147
| +1,871% | +$12.7M | 0.05% | 168 |
|
|
2024
Q2 | $696K | Buy |
3,108
+102
| +3% | +$22.8K | ﹤0.01% | 257 |
|
|
2024
Q1 | $734K | Buy |
3,006
+536
| +22% | +$131K | ﹤0.01% | 288 |
|
|
2023
Q4 | $536K | Sell |
2,470
-1,511
| -38% | -$328K | ﹤0.01% | 325 |
|
|
2023
Q3 | $828K | Buy |
3,981
+120
| +3% | +$25K | ﹤0.01% | 277 |
|
|
2023
Q2 | $831K | Sell |
3,861
-1,180
| -23% | -$254K | ﹤0.01% | 284 |
|
|
2023
Q1 | $1.17M | Sell |
5,041
-116
| -2% | -$26.8K | 0.01% | 256 |
|
|
2022
Q4 | $1.18M | Sell |
5,157
-4,464
| -46% | -$1.02M | 0.01% | 247 |
|
|
2022
Q3 | $1.92M | Buy |
9,621
+3,264
| +51% | +$652K | 0.01% | 194 |
|
|
2022
Q2 | $1.16M | Hold |
6,357
| – | – | 0.01% | 257 |
|
|
2022
Q1 | $1.22M | Hold |
6,357
| – | – | 0.01% | 263 |
|
|
2021
Q4 | $1.5M | Buy |
6,357
+736
| +13% | +$174K | 0.01% | 300 |
|
|
2021
Q3 | $1.16M | Hold |
5,621
| – | – | 0.01% | 313 |
|
|
2021
Q2 | $1.24M | Buy |
5,621
+703
| +14% | +$155K | 0.01% | 324 |
|
|
2021
Q1 | $1.03M | Buy |
4,918
+2,117
| +76% | +$443K | 0.01% | 340 |
|
|
2020
Q4 | $558K | Buy |
2,801
+1
| +0% | +$199 | ﹤0.01% | 433 |
|
|
2020
Q3 | $511K | Hold |
2,800
| – | – | 0.01% | 384 |
|
|
2020
Q2 | $443K | Buy |
2,800
+1,600
| +133% | +$253K | 0.01% | 374 |
|
|
2020
Q1 | $166K | Buy |
+1,200
| New | +$166K | ﹤0.01% | 419 |
|