Cobblestone 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
Q1 | – | Sell |
-1,012
| Closed | -$212K | – | 298 |
|
|
2024
Q4 | $212K | Hold |
1,012
| – | – | 0.01% | 283 |
|
|
2024
Q3 | $217K | Hold |
1,012
| – | – | 0.01% | 273 |
|
|
2024
Q2 | $204K | Hold |
1,012
| – | – | 0.01% | 268 |
|
|
2024
Q1 | $247K | Hold |
1,012
| – | – | 0.02% | 243 |
|
|
2023
Q4 | $220K | Hold |
1,012
| – | – | 0.01% | 256 |
|
|
2023
Q3 | $211K | Hold |
1,012
| – | – | 0.02% | 248 |
|
|
2023
Q2 | $218K | Hold |
1,012
| – | – | 0.02% | 250 |
|
|
2023
Q1 | $234K | Hold |
1,012
| – | – | 0.02% | 239 |
|
|
2022
Q4 | $231K | Hold |
1,012
| – | – | 0.02% | 249 |
|
|
2022
Q3 | $202K | Buy |
+1,012
| New | +$202K | 0.02% | 242 |
|
|
2022
Q1 | – | Sell |
-1,012
| Closed | -$239K | – | 257 |
|
|
2021
Q4 | $239K | Hold |
1,012
| – | – | 0.02% | 236 |
|
|
2021
Q3 | $209K | Hold |
1,012
| – | – | 0.01% | 246 |
|
|
2021
Q2 | $223K | Hold |
1,012
| – | – | 0.02% | 243 |
|
|
2021
Q1 | $212K | Hold |
1,012
| – | – | 0.02% | 246 |
|
|
2020
Q4 | $202K | Buy |
+1,012
| New | +$202K | 0.02% | 243 |
|