Brinker Capital Investments’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
10,388
-203
| -2% | -$35.6K | 0.02% | 841 |
|
|
2025
Q1 | $1.92M | Buy |
10,591
+72
| +0.7% | +$13K | 0.02% | 734 |
|
|
2024
Q4 | $2.2M | Sell |
10,519
-649
| -6% | -$136K | 0.02% | 645 |
|
|
2024
Q3 | $2.4M | Sell |
11,168
-589
| -5% | -$126K | 0.02% | 601 |
|
|
2024
Q2 | $2.37M | Sell |
11,757
-871
| -7% | -$175K | 0.03% | 573 |
|
|
2024
Q1 | $3.08M | Buy |
12,628
+3,008
| +31% | +$734K | 0.03% | 461 |
|
|
2023
Q4 | $2.03M | Sell |
9,620
-3,630
| -27% | -$765K | 0.02% | 624 |
|
|
2023
Q3 | $2.76M | Buy |
13,250
+2,684
| +25% | +$558K | 0.03% | 476 |
|
|
2023
Q2 | $2.27M | Buy |
10,566
+5,556
| +111% | +$1.2M | 0.02% | 597 |
|
|
2023
Q1 | $1.16M | Sell |
5,010
-271
| -5% | -$62.6K | 0.01% | 811 |
|
|
2022
Q4 | $1.21M | Sell |
5,281
-272
| -5% | -$62.1K | 0.02% | 666 |
|
|
2022
Q3 | $1.11M | Buy |
5,553
+8
| +0.1% | +$1.6K | 0.02% | 672 |
|
|
2022
Q2 | $1.01M | Buy |
5,545
+59
| +1% | +$10.7K | 0.02% | 741 |
|
|
2022
Q1 | $1.05M | Sell |
5,486
-107
| -2% | -$20.5K | 0.02% | 781 |
|
|
2021
Q4 | $1.32M | Buy |
5,593
+170
| +3% | +$40.2K | 0.02% | 714 |
|
|
2021
Q3 | $1.19M | Hold |
5,423
| – | – | 0.02% | 713 |
|
|
2021
Q2 | $1.19M | Buy |
5,423
+992
| +22% | +$218K | 0.02% | 764 |
|
|
2021
Q1 | $928K | Sell |
4,431
-4,291
| -49% | -$899K | 0.01% | 726 |
|
|
2020
Q4 | $1.74M | Buy |
8,722
+4,038
| +86% | +$804K | 0.03% | 582 |
|
|
2020
Q3 | $854K | Buy |
+4,684
| New | +$854K | 0.01% | 732 |
|