Delta Asset 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 | $2.63K | Hold |
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|
2025
Q1 | $2.71K | Hold |
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|
2024
Q4 | $3.14K | Hold |
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|
2024
Q3 | $3.22K | Hold |
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|
2024
Q2 | $3.02K | Hold |
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|
2024
Q1 | $3.66K | Hold |
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|
2023
Q4 | $3.26K | Hold |
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|
2023
Q3 | $3.12K | Hold |
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|
2023
Q2 | $3.23K | Sell |
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|
2023
Q1 | $6.93K | Sell |
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|
2022
Q4 | $10.3K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $11K | Hold |
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|
2021
Q3 | $9K | Hold |
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|
2021
Q2 | $10K | Hold |
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|
2021
Q1 | $9K | Hold |
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|
2020
Q4 | $9K | Hold |
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|
2020
Q3 | $8K | Hold |
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|
2020
Q2 | $7K | Sell |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $9K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $2K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $3K | Buy |
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