Eagle Bay Advisors’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 |
-23
| Closed | -$4.81K | – | 519 |
|
|
2024
Q4 | $4.81K | Sell |
23
-16
| -41% | -$3.35K | ﹤0.01% | 717 |
|
|
2024
Q3 | $8.37K | Sell |
39
-4
| -9% | -$858 | ﹤0.01% | 828 |
|
|
2024
Q2 | $8.65K | Sell |
43
-28
| -39% | -$5.63K | 0.01% | 587 |
|
|
2024
Q1 | $17.3K | Sell |
71
-15
| -17% | -$3.66K | 0.01% | 462 |
|
|
2023
Q4 | $18.6K | Sell |
86
-347
| -80% | -$75K | 0.01% | 409 |
|
|
2023
Q3 | $90K | Buy |
433
+72
| +20% | +$15K | 0.04% | 270 |
|
|
2023
Q2 | $77.6K | Sell |
361
-25
| -6% | -$5.38K | 0.04% | 276 |
|
|
2023
Q1 | $89.2K | Sell |
386
-181
| -32% | -$41.8K | 0.05% | 271 |
|
|
2022
Q4 | $129K | Buy |
567
+136
| +32% | +$31.1K | 0.07% | 184 |
|
|
2022
Q3 | $87K | Buy |
431
+11
| +3% | +$2.22K | 0.05% | 224 |
|
|
2022
Q2 | $76.3K | Buy |
420
+243
| +137% | +$44.1K | 0.05% | 259 |
|
|
2022
Q1 | $34K | Sell |
177
-107
| -38% | -$20.6K | 0.03% | 185 |
|
|
2021
Q4 | $67K | Buy |
284
+49
| +21% | +$11.6K | 0.04% | 277 |
|
|
2021
Q3 | $48K | Sell |
235
-54
| -19% | -$11K | 0.03% | 398 |
|
|
2021
Q2 | $67K | Buy |
+289
| New | +$67K | 0.05% | 242 |
|