Bard Associates’s IDEX IEX Stock Holding History

Bard Associates’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.19M	Hold	6,750	–	–	0.38%	82
2025 Q1	$1.22M	Sell	6,750 -100	-1%	-$18.1K	0.46%	74
2024 Q4	$1.43M	Hold	6,850	–	–	0.49%	68
2024 Q3	$1.47M	Hold	6,850	–	–	0.5%	73
2024 Q2	$1.38M	Hold	6,850	–	–	0.53%	72
2024 Q1	$1.67M	Hold	6,850	–	–	0.6%	64
2023 Q4	$1.49M	Sell	6,850 -150	-2%	-$32.6K	0.56%	66
2023 Q3	$1.46M	Hold	7,000	–	–	0.6%	63
2023 Q2	$1.51M	Sell	7,000 -100	-1%	-$21.5K	0.58%	60
2023 Q1	$1.64M	Hold	7,100	–	–	0.68%	53
2022 Q4	$1.62M	Hold	7,100	–	–	0.7%	51
2022 Q3	$1.42M	Hold	7,100	–	–	0.64%	55
2022 Q2	$1.29M	Buy	7,100 +250	+4%	+$45.4K	0.55%	67
2022 Q1	$1.31M	Hold	6,850	–	–	0.46%	77
2021 Q4	$1.62M	Sell	6,850 -100	-1%	-$23.6K	0.53%	71
2021 Q3	$1.44M	Sell	6,950 -200	-3%	-$41.4K	0.49%	86
2021 Q2	$1.57M	Sell	7,150 -100	-1%	-$22K	0.51%	83
2021 Q1	$1.52M	Sell	7,250 -100	-1%	-$20.9K	0.55%	73
2020 Q4	$1.46M	Hold	7,350	–	–	0.58%	64
2020 Q3	$1.34M	Sell	7,350 -100	-1%	-$18.2K	0.71%	52
2020 Q2	$1.18M	Hold	7,450	–	–	0.65%	56
2020 Q1	$1.03M	Sell	7,450 -300	-4%	-$41.4K	0.76%	48
2019 Q4	$1.33M	Sell	7,750 -1,150	-13%	-$198K	0.68%	63
2019 Q3	$1.46M	Sell	8,900 -600	-6%	-$98.4K	0.74%	52
2019 Q2	$1.64M	Sell	9,500 -700	-7%	-$120K	0.82%	41
2019 Q1	$1.55M	Sell	10,200 -500	-5%	-$75.9K	0.78%	46
2018 Q4	$1.35M	Sell	10,700 -500	-4%	-$63.1K	0.78%	48
2018 Q3	$1.69M	Sell	11,200 -200	-2%	-$30.1K	0.78%	45
2018 Q2	$1.56M	Sell	11,400 -200	-2%	-$27.3K	0.72%	55
2018 Q1	$1.65M	Sell	11,600 -200	-2%	-$28.5K	0.82%	39
2017 Q4	$1.56M	Sell	11,800 -100	-0.8%	-$13.2K	0.75%	50
2017 Q3	$1.45M	Hold	11,900	–	–	0.67%	57
2017 Q2	$1.35M	Sell	11,900 -400	-3%	-$45.2K	0.61%	66
2017 Q1	$1.15M	Sell	12,300 -605	-5%	-$56.6K	0.53%	76
2016 Q4	$1.16M	Sell	12,905 -450	-3%	-$40.5K	0.54%	72
2016 Q3	$1.25M	Sell	13,355 -300	-2%	-$28.1K	0.61%	67
2016 Q2	$1.12M	Sell	13,655 -150	-1%	-$12.3K	0.59%	64
2016 Q1	$1.14M	Sell	13,805 -300	-2%	-$24.9K	0.66%	59
2015 Q4	$1.08M	Sell	14,105 -800	-5%	-$61.3K	0.64%	59
2015 Q3	$1.06M	Sell	14,905 -300	-2%	-$21.4K	0.61%	64
2015 Q2	$1.2M	Sell	15,205 -500	-3%	-$39.3K	0.59%	66
2015 Q1	$1.19M	Sell	15,705 -100	-0.6%	-$7.58K	0.57%	71
2014 Q4	$1.23M	Hold	15,805	–	–	0.57%	72
2014 Q3	$1.14M	Sell	15,805 -200	-1%	-$14.5K	0.54%	74
2014 Q2	$1.29M	Sell	16,005 -300	-2%	-$24.2K	0.51%	77
2014 Q1	$1.19M	Sell	16,305 -900	-5%	-$65.6K	0.5%	79
2013 Q4	$1.27M	Sell	17,205 -475	-3%	-$35.1K	0.53%	71
2013 Q3	$1.15M	Sell	17,680 -700	-4%	-$45.7K	0.51%	70
2013 Q2	$989K	Buy	+18,380	New	+$989K	0.46%	76