Cadent Capital Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
1,482
| – | – | 0.08% | 135 |
|
|
2025
Q1 | $268K | Hold |
1,482
| – | – | 0.1% | 116 |
|
|
2024
Q4 | $310K | Hold |
1,482
| – | – | 0.11% | 115 |
|
|
2024
Q3 | $318K | Buy |
+1,482
| New | +$318K | 0.1% | 117 |
|
|
2024
Q2 | – | Sell |
-867
| Closed | -$212K | – | 145 |
|
|
2024
Q1 | $212K | Buy |
+867
| New | +$212K | 0.08% | 126 |
|
|
2023
Q2 | – | Sell |
-867
| Closed | -$200K | – | 137 |
|
|
2023
Q1 | $200K | Buy |
+867
| New | +$200K | 0.09% | 120 |
|
|
2022
Q1 | – | Sell |
-867
| Closed | -$205K | – | 134 |
|
|
2021
Q4 | $205K | Buy |
+867
| New | +$205K | 0.09% | 122 |
|