Coldstream Capital Management’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 | $2.43M | Buy |
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|
2025
Q1 | $2.5M | Buy |
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|
2024
Q4 | $2.64M | Buy |
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|
2024
Q3 | $2.6M | Buy |
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|
2024
Q2 | $2.32M | Buy |
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|
2024
Q1 | $2.73M | Sell |
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|
2023
Q4 | $2.61M | Buy |
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|
2023
Q3 | $2.38M | Buy |
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|
2023
Q2 | $2.43M | Buy |
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|
2023
Q1 | $2.58M | Buy |
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|
2022
Q4 | $2.55M | Buy |
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|
2022
Q2 | $1.97M | Buy |
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|
2022
Q1 | $2.02M | Sell |
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|
2021
Q4 | $3.11M | Buy |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $2.87M | Buy |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $878K | Sell |
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|
2020
Q1 | $809K | Sell |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $1.31M | Sell |
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|
2019
Q2 | $1.4M | Sell |
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|
2019
Q1 | $1.28M | Buy |
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|
2018
Q4 | $244K | Sell |
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|
2018
Q3 | $349K | Buy |
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|
2018
Q2 | $258K | Buy |
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|
2018
Q1 | $236K | Buy |
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|
2017
Q4 | $210K | Buy |
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