Bleakley Financial Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,214
| Closed | -$254K | – | 725 |
|
|
2024
Q4 | $254K | Buy |
1,214
+48
| +4% | +$10K | 0.01% | 858 |
|
|
2024
Q3 | $250K | Sell |
1,166
-69
| -6% | -$14.8K | 0.01% | 857 |
|
|
2024
Q2 | $249K | Sell |
1,235
-19
| -2% | -$3.82K | 0.01% | 815 |
|
|
2024
Q1 | $306K | Buy |
1,254
+11
| +0.9% | +$2.68K | 0.01% | 752 |
|
|
2023
Q4 | $270K | Sell |
1,243
-59
| -5% | -$12.8K | 0.01% | 764 |
|
|
2023
Q3 | $271K | Sell |
1,302
-137
| -10% | -$28.5K | 0.01% | 716 |
|
|
2023
Q2 | $310K | Sell |
1,439
-92
| -6% | -$19.8K | 0.01% | 712 |
|
|
2023
Q1 | $354K | Sell |
1,531
-6
| -0.4% | -$1.39K | 0.01% | 662 |
|
|
2022
Q4 | $351K | Buy |
+1,537
| New | +$351K | 0.01% | 646 |
|