Boston Trust Walden’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67M | Buy |
381,517
+109,043
| +40% | +$19.1M | 0.48% | 73 |
|
|
2025
Q1 | $49.3M | Buy |
272,474
+40,460
| +17% | +$7.32M | 0.36% | 111 |
|
|
2024
Q4 | $48.6M | Buy |
232,014
+8,550
| +4% | +$1.79M | 0.34% | 118 |
|
|
2024
Q3 | $47.9M | Sell |
223,464
-428
| -0.2% | -$91.8K | 0.33% | 122 |
|
|
2024
Q2 | $45M | Buy |
223,892
+7,222
| +3% | +$1.45M | 0.33% | 122 |
|
|
2024
Q1 | $52.9M | Buy |
216,670
+15,518
| +8% | +$3.79M | 0.38% | 106 |
|
|
2023
Q4 | $43.7M | Buy |
201,152
+106,431
| +112% | +$23.1M | 0.33% | 119 |
|
|
2023
Q3 | $19.7M | Buy |
94,721
+523
| +0.6% | +$109K | 0.17% | 163 |
|
|
2023
Q2 | $20.3M | Buy |
94,198
+6,193
| +7% | +$1.33M | 0.17% | 165 |
|
|
2023
Q1 | $20.3M | Buy |
88,005
+2,251
| +3% | +$520K | 0.18% | 169 |
|
|
2022
Q4 | $19.6M | Buy |
85,754
+1,429
| +2% | +$326K | 0.17% | 171 |
|
|
2022
Q3 | $16.9M | Buy |
+84,325
| New | +$16.9M | 0.17% | 175 |
|
|
2021
Q1 | – | Sell |
-1,970
| Closed | -$392K | – | 373 |
|
|
2020
Q4 | $392K | Sell |
1,970
-47,977
| -96% | -$9.55M | ﹤0.01% | 331 |
|
|
2020
Q3 | $9.11M | Sell |
49,947
-59,136
| -54% | -$10.8M | 0.11% | 197 |
|
|
2020
Q2 | $17.2M | Buy |
109,083
+16,034
| +17% | +$2.53M | 0.23% | 142 |
|
|
2020
Q1 | $12.9M | Buy |
93,049
+5,936
| +7% | +$820K | 0.2% | 150 |
|
|
2019
Q4 | $15M | Buy |
87,113
+2,776
| +3% | +$477K | 0.17% | 171 |
|
|
2019
Q3 | $13.8M | Buy |
84,337
+1,018
| +1% | +$167K | 0.17% | 174 |
|
|
2019
Q2 | $14.3M | Sell |
83,319
-96
| -0.1% | -$16.5K | 0.19% | 160 |
|
|
2019
Q1 | $12.7M | Buy |
83,415
+3,479
| +4% | +$528K | 0.17% | 165 |
|
|
2018
Q4 | $10.1M | Buy |
79,936
+7,311
| +10% | +$923K | 0.16% | 177 |
|
|
2018
Q3 | $10.9M | Buy |
72,625
+1,118
| +2% | +$168K | 0.15% | 181 |
|
|
2018
Q2 | $9.76M | Buy |
71,507
+4,375
| +7% | +$597K | 0.14% | 185 |
|
|
2018
Q1 | $9.57M | Sell |
67,132
-4,307
| -6% | -$614K | 0.15% | 186 |
|
|
2017
Q4 | $9.43M | Buy |
71,439
+1,437
| +2% | +$190K | 0.14% | 193 |
|
|
2017
Q3 | $8.5M | Buy |
70,002
+1,258
| +2% | +$153K | 0.13% | 195 |
|
|
2017
Q2 | $7.77M | Buy |
68,744
+2,075
| +3% | +$234K | 0.12% | 192 |
|
|
2017
Q1 | $6.23M | Sell |
66,669
-992
| -1% | -$92.8K | 0.1% | 213 |
|
|
2016
Q4 | $6.09M | Buy |
67,661
+2,406
| +4% | +$217K | 0.1% | 212 |
|
|
2016
Q3 | $6.11M | Sell |
65,255
-4,120
| -6% | -$386K | 0.1% | 207 |
|
|
2016
Q2 | $5.7M | Sell |
69,375
-1,297
| -2% | -$106K | 0.1% | 214 |
|
|
2016
Q1 | $5.86M | Sell |
70,672
-312
| -0.4% | -$25.9K | 0.1% | 213 |
|
|
2015
Q4 | $5.44M | Buy |
70,984
+2,054
| +3% | +$157K | 0.1% | 211 |
|
|
2015
Q3 | $4.92M | Sell |
68,930
-50
| -0.1% | -$3.57K | 0.08% | 224 |
|
|
2015
Q2 | $5.42M | Buy |
68,980
+3,689
| +6% | +$290K | 0.08% | 219 |
|
|
2015
Q1 | $4.95M | Sell |
65,291
-1,377
| -2% | -$104K | 0.07% | 216 |
|
|
2014
Q4 | $5.19M | Sell |
66,668
-497
| -0.7% | -$38.7K | 0.08% | 212 |
|
|
2014
Q3 | $4.86M | Sell |
67,165
-539
| -0.8% | -$39K | 0.08% | 209 |
|
|
2014
Q2 | $5.47M | Sell |
67,704
-288
| -0.4% | -$23.3K | 0.08% | 200 |
|
|
2014
Q1 | $4.96M | Buy |
67,992
+2,949
| +5% | +$215K | 0.07% | 200 |
|
|
2013
Q4 | $4.8M | Sell |
65,043
-29
| -0% | -$2.14K | 0.07% | 201 |
|
|
2013
Q3 | $4.25M | Sell |
65,072
-57,778
| -47% | -$3.77M | 0.07% | 203 |
|
|
2013
Q2 | $6.61M | Buy |
+122,850
| New | +$6.61M | 0.11% | 183 |
|