Benjamin F. Edwards & Company’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $188K | Buy |
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|
2024
Q1 | $216K | Buy |
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|
2023
Q4 | $185K | Sell |
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|
2023
Q3 | $183K | Sell |
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|
2023
Q2 | $195K | Buy |
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|
2023
Q1 | $189K | Buy |
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|
2022
Q4 | $179K | Buy |
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|
2022
Q3 | $156K | Buy |
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|
2022
Q2 | $131K | Hold |
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|
2022
Q1 | $138K | Buy |
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|
2021
Q4 | $170K | Buy |
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|
2021
Q3 | $145K | Buy |
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|
2021
Q2 | $133K | Buy |
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|
2021
Q1 | $109K | Buy |
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|
2020
Q4 | $81K | Buy |
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|
2020
Q3 | $16K | Buy |
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|
2020
Q2 | $7K | Sell |
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|
2020
Q1 | $9K | Hold |
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|
2019
Q4 | $11K | Hold |
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|
2019
Q3 | $10K | Sell |
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|
2019
Q2 | $14K | Buy |
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