DF Dent & Co’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3M | Buy |
132,785
+3,109
| +2% | +$546K | 0.3% | 77 |
|
|
2025
Q1 | $23.5M | Sell |
129,676
-13,878
| -10% | -$2.51M | 0.31% | 69 |
|
|
2024
Q4 | $30M | Sell |
143,554
-4,451
| -3% | -$932K | 0.38% | 61 |
|
|
2024
Q3 | $31.7M | Buy |
+148,005
| New | +$31.7M | 0.39% | 59 |
|
|
2021
Q1 | – | Sell |
-23,623
| Closed | -$4.71M | – | 232 |
|
|
2020
Q4 | $4.71M | Buy |
23,623
+1,956
| +9% | +$390K | 0.05% | 91 |
|
|
2020
Q3 | $3.95M | Buy |
21,667
+423
| +2% | +$77.2K | 0.05% | 91 |
|
|
2020
Q2 | $3.36M | Sell |
21,244
-351
| -2% | -$55.5K | 0.05% | 91 |
|
|
2020
Q1 | $2.98M | Buy |
+21,595
| New | +$2.98M | 0.06% | 88 |
|