Blue Trust Inc’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.3K | Buy |
446
+79
| +22% | +$13.9K | ﹤0.01% | 1154 |
|
|
2025
Q1 | $66.4K | Buy |
367
+45
| +14% | +$8.14K | ﹤0.01% | 1196 |
|
|
2024
Q4 | $67.4K | Sell |
322
-159
| -33% | -$33.3K | ﹤0.01% | 1111 |
|
|
2024
Q3 | $96.8K | Buy |
481
+142
| +42% | +$28.6K | ﹤0.01% | 1239 |
|
|
2024
Q2 | $82.7K | Buy |
339
+316
| +1,374% | +$77.1K | ﹤0.01% | 1045 |
|
|
2024
Q1 | $5.61K | Sell |
23
-49
| -68% | -$12K | ﹤0.01% | 1611 |
|
|
2023
Q4 | $15K | Sell |
72
-629
| -90% | -$131K | ﹤0.01% | 1423 |
|
|
2023
Q3 | $151K | Buy |
701
+50
| +8% | +$10.8K | ﹤0.01% | 507 |
|
|
2023
Q2 | $150K | Sell |
651
-26
| -4% | -$5.99K | ﹤0.01% | 413 |
|
|
2023
Q1 | $155K | Sell |
677
-7
| -1% | -$1.6K | ﹤0.01% | 629 |
|
|
2022
Q4 | $137K | Buy |
684
+651
| +1,973% | +$130K | ﹤0.01% | 567 |
|
|
2022
Q3 | $6K | Buy |
+33
| New | +$6K | ﹤0.01% | 1514 |
|