Boyd Watterson Asset Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $9.05K | Hold |
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|
2024
Q4 | $10.5K | Hold |
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|
2024
Q3 | $10.7K | Hold |
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|
2024
Q2 | $10.1K | Hold |
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|
2024
Q1 | $12.2K | Sell |
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|
2023
Q4 | $16.3K | Hold |
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|
2023
Q3 | $15.6K | Hold |
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|
2023
Q2 | $16.1K | Hold |
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|
2023
Q1 | $17.3K | Hold |
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|
2022
Q4 | $17.1K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $324K | Sell |
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|
2016
Q3 | $824K | Sell |
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|
2016
Q2 | $749K | Sell |
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|
2016
Q1 | $757K | Buy |
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|
2015
Q4 | $593K | Buy |
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|
2015
Q3 | $438K | Sell |
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|
2015
Q2 | $484K | Buy |
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|
2015
Q1 | $355K | Sell |
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|
2014
Q4 | $371K | Sell |
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|
2014
Q3 | $404K | Sell |
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|
2014
Q2 | $552K | Sell |
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|
2014
Q1 | $508K | Sell |
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|
2013
Q4 | $555K | Sell |
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|
2013
Q3 | $510K | Sell |
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|
2013
Q2 | $429K | Buy |
|