Boston Financial Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $226K | Buy |
+1,078
| New | +$226K | 0.01% | 311 |
|
|
2024
Q3 | – | Sell |
-44,511
| Closed | -$8.96M | – | 331 |
|
|
2024
Q2 | $8.96M | Sell |
44,511
-3,507
| -7% | -$706K | 0.28% | 74 |
|
|
2024
Q1 | $11.7M | Buy |
48,018
+2,328
| +5% | +$568K | 0.37% | 65 |
|
|
2023
Q4 | $9.92M | Sell |
45,690
-8,104
| -15% | -$1.76M | 0.34% | 68 |
|
|
2023
Q3 | $11.2M | Sell |
53,794
-532
| -1% | -$111K | 0.42% | 62 |
|
|
2023
Q2 | $11.7M | Sell |
54,326
-2,087
| -4% | -$449K | 0.42% | 60 |
|
|
2023
Q1 | $13M | Sell |
56,413
-596
| -1% | -$138K | 0.51% | 57 |
|
|
2022
Q4 | $13M | Sell |
57,009
-476
| -0.8% | -$109K | 0.52% | 55 |
|
|
2022
Q3 | $11.5M | Sell |
57,485
-718
| -1% | -$143K | 0.5% | 55 |
|
|
2022
Q2 | $10.6M | Sell |
58,203
-3,278
| -5% | -$595K | 0.46% | 61 |
|
|
2022
Q1 | $11.8M | Buy |
61,481
+420
| +0.7% | +$80.5K | 0.45% | 59 |
|
|
2021
Q4 | $14.4M | Buy |
61,061
+2,241
| +4% | +$530K | 0.52% | 56 |
|
|
2021
Q3 | $12.2M | Buy |
58,820
+2,662
| +5% | +$551K | 0.5% | 58 |
|
|
2021
Q2 | $12.4M | Buy |
+56,158
| New | +$12.4M | 0.5% | 57 |
|