Duncker Streett & 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 | $580K | Buy |
3,305
+1
| +0% | +$176 | 0.11% | 149 |
|
|
2025
Q1 | $598K | Buy |
3,304
+1
| +0% | +$181 | 0.12% | 139 |
|
|
2024
Q4 | $691K | Hold |
3,303
| – | – | 0.13% | 124 |
|
|
2024
Q3 | $708K | Buy |
3,303
+1
| +0% | +$214 | 0.13% | 133 |
|
|
2024
Q2 | $664K | Sell |
3,302
-659
| -17% | -$133K | 0.13% | 133 |
|
|
2024
Q1 | $967K | Hold |
3,961
| – | – | 0.19% | 108 |
|
|
2023
Q4 | $860K | Sell |
3,961
-69
| -2% | -$15K | 0.18% | 111 |
|
|
2023
Q3 | $838K | Hold |
4,030
| – | – | 0.2% | 107 |
|
|
2023
Q2 | $867K | Buy |
4,030
+1
| +0% | +$215 | 0.19% | 109 |
|
|
2023
Q1 | $931K | Hold |
4,029
| – | – | 0.22% | 106 |
|
|
2022
Q4 | $920K | Buy |
4,029
+1
| +0% | +$228 | 0.22% | 107 |
|
|
2022
Q3 | $805K | Sell |
4,028
-300
| -7% | -$60K | 0.21% | 112 |
|
|
2022
Q2 | $786K | Buy |
4,328
+1
| +0% | +$182 | 0.19% | 119 |
|
|
2022
Q1 | $830K | Sell |
4,327
-148
| -3% | -$28.4K | 0.17% | 125 |
|
|
2021
Q4 | $1.06M | Buy |
4,475
+1
| +0% | +$236 | 0.18% | 118 |
|
|
2021
Q3 | $926K | Sell |
4,474
-226
| -5% | -$46.8K | 0.18% | 125 |
|
|
2021
Q2 | $1.03M | Sell |
4,700
-112
| -2% | -$24.6K | 0.19% | 124 |
|
|
2021
Q1 | $1.01M | Sell |
4,812
-649
| -12% | -$136K | 0.19% | 126 |
|
|
2020
Q4 | $1.09M | Sell |
5,461
-66
| -1% | -$13.1K | 0.21% | 118 |
|
|
2020
Q3 | $1.01M | Buy |
5,527
+157
| +3% | +$28.6K | 0.22% | 116 |
|
|
2020
Q2 | $849K | Sell |
5,370
-579
| -10% | -$91.5K | 0.2% | 119 |
|
|
2020
Q1 | $821K | Buy |
5,949
+2
| +0% | +$276 | 0.22% | 116 |
|
|
2019
Q4 | $1.02M | Buy |
5,947
+1
| +0% | +$172 | 0.21% | 121 |
|
|
2019
Q3 | $975K | Buy |
5,946
+55
| +0.9% | +$9.02K | 0.23% | 117 |
|
|
2019
Q2 | $1.01M | Buy |
5,891
+1
| +0% | +$172 | 0.23% | 114 |
|
|
2019
Q1 | $894K | Sell |
5,890
-177
| -3% | -$26.9K | 0.21% | 123 |
|
|
2018
Q4 | $767K | Sell |
6,067
-1,398
| -19% | -$177K | 0.21% | 121 |
|
|
2018
Q3 | $1.12M | Buy |
7,465
+2
| +0% | +$301 | 0.26% | 118 |
|
|
2018
Q2 | $1.02M | Buy |
7,463
+3
| +0% | +$410 | 0.25% | 119 |
|
|
2018
Q1 | $1.06M | Buy |
7,460
+52
| +0.7% | +$7.41K | 0.27% | 116 |
|
|
2017
Q4 | $978K | Buy |
7,408
+3
| +0% | +$396 | 0.25% | 118 |
|
|
2017
Q3 | $900K | Buy |
7,405
+3
| +0% | +$365 | 0.27% | 110 |
|
|
2017
Q2 | $836K | Sell |
7,402
-212
| -3% | -$23.9K | 0.26% | 111 |
|
|
2017
Q1 | $712K | Buy |
7,614
+4
| +0.1% | +$374 | 0.22% | 124 |
|
|
2016
Q4 | $685K | Buy |
7,610
+332
| +5% | +$29.9K | 0.23% | 121 |
|
|
2016
Q3 | $681K | Buy |
7,278
+2
| +0% | +$187 | 0.24% | 118 |
|
|
2016
Q2 | $597K | Buy |
7,276
+583
| +9% | +$47.8K | 0.21% | 123 |
|
|
2016
Q1 | $555K | Sell |
6,693
-1,997
| -23% | -$166K | 0.21% | 129 |
|
|
2015
Q4 | $666K | Buy |
8,690
+2
| +0% | +$153 | 0.25% | 114 |
|
|
2015
Q3 | $619K | Buy |
8,688
+3
| +0% | +$214 | 0.24% | 113 |
|
|
2015
Q2 | $682K | Sell |
8,685
-7,098
| -45% | -$557K | 0.24% | 121 |
|
|
2015
Q1 | $1.2M | Buy |
15,783
+403
| +3% | +$30.6K | 0.39% | 73 |
|
|
2014
Q4 | $1.2M | Buy |
15,380
+852
| +6% | +$66.3K | 0.39% | 75 |
|
|
2014
Q3 | $1.05M | Buy |
14,528
+1,141
| +9% | +$82.5K | 0.36% | 84 |
|
|
2014
Q2 | $1.08M | Buy |
13,387
+752
| +6% | +$60.7K | 0.35% | 94 |
|
|
2014
Q1 | $921K | Buy |
12,635
+202
| +2% | +$14.7K | 0.33% | 91 |
|
|
2013
Q4 | $918K | Buy |
12,433
+1
| +0% | +$74 | 0.33% | 90 |
|
|
2013
Q3 | $811K | Buy |
12,432
+2
| +0% | +$130 | 0.33% | 92 |
|
|
2013
Q2 | $669K | Buy |
+12,430
| New | +$669K | 0.26% | 119 |
|