Crossmark Global Holdings’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Sell |
2,159
-150
| -6% | -$26.3K | 0.01% | 999 |
|
|
2025
Q1 | $418K | Sell |
2,309
-492
| -18% | -$89K | 0.01% | 938 |
|
|
2024
Q4 | $587K | Sell |
2,801
-2,929
| -51% | -$614K | 0.01% | 762 |
|
|
2024
Q3 | $1.23M | Sell |
5,730
-1,154
| -17% | -$248K | 0.02% | 542 |
|
|
2024
Q2 | $1.39M | Sell |
6,884
-256
| -4% | -$51.5K | 0.03% | 492 |
|
|
2024
Q1 | $1.74M | Buy |
7,140
+326
| +5% | +$79.5K | 0.03% | 463 |
|
|
2023
Q4 | $1.48M | Buy |
6,814
+245
| +4% | +$53.2K | 0.03% | 482 |
|
|
2023
Q3 | $1.37M | Sell |
6,569
-251
| -4% | -$52.3K | 0.03% | 484 |
|
|
2023
Q2 | $1.52M | Sell |
6,820
-781
| -10% | -$173K | 0.03% | 480 |
|
|
2023
Q1 | $1.76M | Sell |
7,601
-724
| -9% | -$167K | 0.04% | 434 |
|
|
2022
Q4 | $1.9M | Buy |
8,325
+994
| +14% | +$227K | 0.05% | 405 |
|
|
2022
Q3 | $1.47M | Sell |
7,331
-242
| -3% | -$48.4K | 0.04% | 445 |
|
|
2022
Q2 | $1.38M | Buy |
7,573
+170
| +2% | +$30.9K | 0.04% | 479 |
|
|
2022
Q1 | $1.42M | Sell |
7,403
-740
| -9% | -$142K | 0.03% | 519 |
|
|
2021
Q4 | $1.92M | Sell |
8,143
-100
| -1% | -$23.6K | 0.04% | 428 |
|
|
2021
Q3 | $1.71M | Sell |
8,243
-301
| -4% | -$62.3K | 0.04% | 436 |
|
|
2021
Q2 | $1.88M | Sell |
8,544
-1,920
| -18% | -$422K | 0.04% | 408 |
|
|
2021
Q1 | $2.19M | Sell |
10,464
-720
| -6% | -$151K | 0.05% | 348 |
|
|
2020
Q4 | $2.23M | Sell |
11,184
-990
| -8% | -$197K | 0.06% | 343 |
|
|
2020
Q3 | $2.22M | Buy |
12,174
+200
| +2% | +$36.5K | 0.06% | 311 |
|
|
2020
Q2 | $1.89M | Buy |
11,974
+848
| +8% | +$134K | 0.06% | 352 |
|
|
2020
Q1 | $1.54M | Sell |
11,126
-494
| -4% | -$68.2K | 0.06% | 346 |
|
|
2019
Q4 | $2M | Buy |
11,620
+4,960
| +74% | +$853K | 0.05% | 370 |
|
|
2019
Q3 | $1.09M | Sell |
6,660
-1,090
| -14% | -$179K | 0.03% | 512 |
|
|
2019
Q2 | $1.33M | Sell |
7,750
-389
| -5% | -$67K | 0.04% | 488 |
|
|
2019
Q1 | $1.24M | Buy |
8,139
+730
| +10% | +$111K | 0.04% | 501 |
|
|
2018
Q4 | $935K | Sell |
7,409
-920
| -11% | -$116K | 0.03% | 544 |
|
|
2018
Q3 | $1.26M | Sell |
8,329
-900
| -10% | -$136K | 0.03% | 525 |
|
|
2018
Q2 | $1.26M | Buy |
9,229
+530
| +6% | +$72.4K | 0.03% | 522 |
|
|
2018
Q1 | $1.24M | Buy |
8,699
+41
| +0.5% | +$5.84K | 0.03% | 546 |
|
|
2017
Q4 | $1.14M | Buy |
8,658
+889
| +11% | +$117K | 0.03% | 597 |
|
|
2017
Q3 | $944K | Buy |
+7,769
| New | +$944K | 0.02% | 633 |
|
|
2016
Q3 | $944K | Buy |
+7,769
| New | +$944K | 0.02% | 633 |
|