Bartlett & Co Wealth Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Buy |
4,551
+1
| +0% | +$176 | 0.01% | 280 |
|
|
2025
Q1 | $823K | Sell |
4,550
-400
| -8% | -$72.4K | 0.01% | 273 |
|
|
2024
Q4 | $1.04M | Hold |
4,950
| – | – | 0.02% | 247 |
|
|
2024
Q3 | $1.06M | Sell |
4,950
-450
| -8% | -$96.5K | 0.02% | 247 |
|
|
2024
Q2 | $1.09M | Hold |
5,400
| – | – | 0.02% | 246 |
|
|
2024
Q1 | $1.32M | Hold |
5,400
| – | – | 0.02% | 238 |
|
|
2023
Q4 | $1.17M | Hold |
5,400
| – | – | 0.02% | 257 |
|
|
2023
Q3 | $1.12M | Hold |
5,400
| – | – | 0.02% | 252 |
|
|
2023
Q2 | $1.16M | Sell |
5,400
-250
| -4% | -$53.8K | 0.02% | 256 |
|
|
2023
Q1 | $1.31M | Hold |
5,650
| – | – | 0.03% | 208 |
|
|
2022
Q4 | $1.29M | Hold |
5,650
| – | – | 0.03% | 209 |
|
|
2022
Q3 | $1.13M | Hold |
5,650
| – | – | 0.02% | 209 |
|
|
2022
Q2 | $1.03M | Hold |
5,650
| – | – | 0.02% | 216 |
|
|
2022
Q1 | $1.08M | Hold |
5,650
| – | – | 0.02% | 223 |
|
|
2021
Q4 | $1.34M | Buy |
5,650
+2,500
| +79% | +$591K | 0.02% | 211 |
|
|
2021
Q3 | $652K | Hold |
3,150
| – | – | 0.01% | 233 |
|
|
2021
Q2 | $693K | Sell |
3,150
-100
| -3% | -$22K | 0.01% | 230 |
|
|
2021
Q1 | $680K | Hold |
3,250
| – | – | 0.01% | 228 |
|
|
2020
Q4 | $647K | Sell |
3,250
-150
| -4% | -$29.9K | 0.01% | 229 |
|
|
2020
Q3 | $620K | Hold |
3,400
| – | – | 0.01% | 225 |
|
|
2020
Q2 | $537K | Hold |
3,400
| – | – | 0.01% | 232 |
|
|
2020
Q1 | $470K | Sell |
3,400
-500
| -13% | -$69.1K | 0.01% | 236 |
|
|
2019
Q4 | $671K | Hold |
3,900
| – | – | 0.02% | 232 |
|
|
2019
Q3 | $639K | Buy |
+3,900
| New | +$639K | 0.02% | 235 |
|