CAPTRUST Financial Advisors’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 | $2.44M | Sell |
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|
2025
Q1 | $2.86M | Buy |
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|
2024
Q4 | $3.27M | Buy |
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|
2024
Q3 | $3.23M | Sell |
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|
2024
Q2 | $3.47M | Sell |
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|
2024
Q1 | $4.85M | Sell |
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|
2023
Q4 | $4.46M | Sell |
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|
2023
Q3 | $4.68M | Buy |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.47M | Sell |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $618K | Sell |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $636K | Sell |
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|
2021
Q3 | $607K | Sell |
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|
2021
Q2 | $648K | Sell |
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|
2021
Q1 | $623K | Buy |
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|
2020
Q4 | $477K | Sell |
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|
2020
Q3 | $427K | Buy |
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|
2020
Q2 | $333K | Buy |
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|
2020
Q1 | $86K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $104K | Hold |
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|
2019
Q2 | $109K | Sell |
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|
2019
Q1 | $97K | Buy |
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|
2018
Q4 | $71K | Sell |
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|
2018
Q3 | $86K | Sell |
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|
2018
Q2 | $81K | Buy |
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|
2018
Q1 | $69K | Buy |
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|
2017
Q4 | $63K | Buy |
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