Cerity Partners’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $675K | Sell |
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|
2025
Q2 | $3.28M | Buy |
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|
2025
Q1 | $2.72M | Sell |
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|
2024
Q4 | $4.01M | Sell |
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|
2024
Q3 | $4.43M | Buy |
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|
2024
Q2 | $2.8M | Sell |
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|
2024
Q1 | $4.33M | Buy |
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|
2023
Q4 | $372K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.1M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $216K | Buy |
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