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Bellevue Asset Management’s IDEX IEX Stock Holding History

Bellevue Asset Management’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2
Closed -$1K – 516
2022
Q1 		$1K Sell
2
-1
-33% -$203 ﹤0.01% 513
2021
Q4 		$2K Hold
3
– – ﹤0.01% 496
2021
Q3 		$2K Hold
3
– – ﹤0.01% 520
2021
Q2 		$2K Hold
3
– – ﹤0.01% 524
2021
Q1 		$1K Sell
3
-1
-25% -$198 ﹤0.01% 630
2020
Q4 		$2K Hold
4
– – ﹤0.01% 588
2020
Q3 		$2K Hold
4
– – ﹤0.01% 548
2020
Q2 		$1K Sell
4
-1
-20% -$153 ﹤0.01% 595
2020
Q1 		$1K Hold
5
– – ﹤0.01% 570
2019
Q4 		$1K Buy
+5
New +$809 ﹤0.01% 497

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