Bartlett & Co Wealth Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $745K | Buy |
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|
2025
Q2 | $799K | Buy |
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|
2025
Q1 | $823K | Sell |
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|
2024
Q4 | $1.04M | Hold |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.09M | Hold |
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|
2024
Q1 | $1.32M | Hold |
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|
2023
Q4 | $1.17M | Hold |
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|
2023
Q3 | $1.12M | Hold |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.31M | Hold |
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|
2022
Q4 | $1.29M | Hold |
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|
2022
Q3 | $1.13M | Hold |
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|
2022
Q2 | $1.03M | Hold |
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|
2022
Q1 | $1.08M | Hold |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $652K | Hold |
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|
2021
Q2 | $693K | Sell |
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|
2021
Q1 | $680K | Hold |
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|
2020
Q4 | $647K | Sell |
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|
2020
Q3 | $620K | Hold |
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|
2020
Q2 | $537K | Hold |
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|
2020
Q1 | $470K | Sell |
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|
2019
Q4 | $671K | Hold |
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|
2019
Q3 | $639K | Buy |
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