Caldwell Trust’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9K | Hold |
85
|
|
||||
|
2025
Q1 | $15.4K | Hold |
85
|
|
||||
|
2024
Q4 | $17.8K | Hold |
85
|
|
||||
|
2024
Q3 | $18.2K | Hold |
85
|
|
||||
|
2024
Q2 | $17.1K | Hold |
85
|
|
||||
|
2024
Q1 | $20.7K | Hold |
85
|
|
||||
|
2023
Q4 | $18.5K | Hold |
85
|
|
||||
|
2023
Q3 | $17.7K | Hold |
85
|
|
||||
|
2023
Q2 | $18.3K | Hold |
85
|
|
||||
|
2023
Q1 | $19.6K | Hold |
85
|
|
||||
|
2022
Q4 | $19.4K | Hold |
85
|
|
||||
|
2022
Q3 | $17K | Hold |
85
|
|
||||
|
2022
Q2 | $15.4K | Hold |
85
|
|
||||
|
2022
Q1 | $16.3K | Hold |
85
|
|
||||
|
2021
Q4 | $20.1K | Hold |
85
|
|
||||
|
2021
Q3 | $17.6K | Hold |
85
|
|
||||
|
2021
Q2 | $18.7K | Hold |
85
|
|
||||
|
2021
Q1 | $17.8K | Hold |
85
|
|
||||
|
2020
Q4 | $16.9K | Hold |
85
|
|
||||
|
2020
Q3 | $15.5K | Hold |
85
|
|
||||
|
2020
Q2 | $13.4K | Hold |
85
|
|
||||
|
2020
Q1 | $11.7K | Hold |
85
|
|
||||
|
2019
Q4 | $14.6K | Buy |
+85
|
|