Dearborn Partners’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 |
-1,001
| Closed | -$209K | – | 265 |
|
|
2024
Q4 | $209K | Hold |
1,001
| – | – | 0.01% | 255 |
|
|
2024
Q3 | $215K | Hold |
1,001
| – | – | 0.01% | 259 |
|
|
2024
Q2 | $201K | Hold |
1,001
| – | – | 0.01% | 254 |
|
|
2024
Q1 | $244K | Sell |
1,001
-902
| -47% | -$220K | 0.01% | 240 |
|
|
2023
Q4 | $413K | Hold |
1,903
| – | – | 0.02% | 176 |
|
|
2023
Q3 | $396K | Hold |
1,903
| – | – | 0.02% | 167 |
|
|
2023
Q2 | $410K | Buy |
1,903
+1
| +0.1% | +$215 | 0.02% | 162 |
|
|
2023
Q1 | $439K | Sell |
1,902
-631
| -25% | -$146K | 0.02% | 156 |
|
|
2022
Q4 | $578K | Buy |
2,533
+1,530
| +153% | +$349K | 0.02% | 147 |
|
|
2022
Q3 | $200K | Buy |
+1,003
| New | +$200K | 0.01% | 249 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$236K | – | 275 |
|
|
2021
Q4 | $236K | Hold |
1,000
| – | – | 0.01% | 249 |
|
|
2021
Q3 | $207K | Hold |
1,000
| – | – | 0.01% | 242 |
|
|
2021
Q2 | $220K | Hold |
1,000
| – | – | 0.01% | 238 |
|
|
2021
Q1 | $209K | Buy |
+1,000
| New | +$209K | 0.01% | 241 |
|