CVA Family Office’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 | – | Sell |
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|
2025
Q2 | $8.25K | Buy |
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|
2025
Q1 | $1.27K | Sell |
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|
2024
Q4 | $6.07K | Buy |
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|
2024
Q3 | $3.22K | Sell |
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|
2024
Q2 | $3.42K | Buy |
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|
2024
Q1 | $3.66K | Hold |
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|
2023
Q4 | $3.26K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $26K | Buy |
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|
2023
Q1 | $26.8K | Hold |
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|
2022
Q4 | $26.5K | Hold |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $21K | Buy |
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|
2022
Q1 | $20K | Sell |
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|
2021
Q4 | $27K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $22K | Buy |
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