Bank Julius Baer & Co’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $214K | Sell |
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|
2025
Q3 | $2.24M | Sell |
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|
2025
Q2 | $5.33M | Sell |
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|
2025
Q1 | $6.48M | Sell |
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|
2024
Q4 | $14.8M | Buy |
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|
2024
Q3 | $13.4M | Buy |
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|
2024
Q2 | $696K | Buy |
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|
2024
Q1 | $734K | Buy |
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|
2023
Q4 | $536K | Sell |
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|
2023
Q3 | $828K | Buy |
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|
2023
Q2 | $831K | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.92M | Buy |
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|
2022
Q2 | $1.16M | Hold |
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|
2022
Q1 | $1.22M | Hold |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.16M | Hold |
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|
2021
Q2 | $1.24M | Buy |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $558K | Buy |
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|
2020
Q3 | $511K | Hold |
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|
2020
Q2 | $443K | Buy |
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|
2020
Q1 | $166K | Buy |
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