Duff & Phelps Investment Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.35M | Buy |
53,246
+22,411
| +73% | +$3.93M | 0.11% | 107 |
|
|
2025
Q1 | $5.58M | Sell |
30,835
-13,356
| -30% | -$2.42M | 0.07% | 112 |
|
|
2024
Q4 | $9.25M | Sell |
44,191
-1,133
| -2% | -$237K | 0.11% | 109 |
|
|
2024
Q3 | $9.72M | Sell |
45,324
-41,296
| -48% | -$8.86M | 0.11% | 109 |
|
|
2024
Q2 | $17.4M | Sell |
86,620
-13,296
| -13% | -$2.68M | 0.22% | 97 |
|
|
2024
Q1 | $24.4M | Buy |
99,916
+35,512
| +55% | +$8.67M | 0.29% | 91 |
|
|
2023
Q4 | $14M | Buy |
64,404
+3,704
| +6% | +$804K | 0.17% | 105 |
|
|
2023
Q3 | $12.6M | Hold |
60,700
| – | – | 0.17% | 107 |
|
|
2023
Q2 | $13.1M | Sell |
60,700
-20,000
| -25% | -$4.31M | 0.16% | 108 |
|
|
2023
Q1 | $18.6M | Sell |
80,700
-23,500
| -23% | -$5.43M | 0.23% | 94 |
|
|
2022
Q4 | $23.8M | Sell |
104,200
-15,000
| -13% | -$3.42M | 0.29% | 92 |
|
|
2022
Q3 | $23.8M | Buy |
+119,200
| New | +$23.8M | 0.3% | 90 |
|