Edgestream Partners’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 | $5.45M | Buy |
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|
2025
Q1 | $2.46M | Buy |
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|
2024
Q4 | $317K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.85M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $948K | Buy |
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|
2023
Q1 | $843K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3.95M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.99M | Sell |
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|
2021
Q2 | $2.88M | Buy |
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|
2021
Q1 | $656K | Sell |
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|
2020
Q4 | $2.09M | Buy |
|