Ethic Inc’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
+1,278
| New | +$225K | ﹤0.01% | 1074 |
|
|
2024
Q4 | – | Sell |
-981
| Closed | -$239K | – | 1187 |
|
|
2024
Q3 | $239K | Buy |
+981
| New | +$239K | 0.01% | 955 |
|
|
2024
Q2 | – | Sell |
-981
| Closed | -$239K | – | 1155 |
|
|
2024
Q1 | $239K | Sell |
981
-3,040
| -76% | -$742K | 0.01% | 953 |
|
|
2023
Q4 | $873K | Buy |
4,021
+115
| +3% | +$25K | 0.03% | 576 |
|
|
2023
Q3 | $813K | Buy |
3,906
+933
| +31% | +$194K | 0.03% | 538 |
|
|
2023
Q2 | $640K | Sell |
2,973
-985
| -25% | -$212K | 0.02% | 577 |
|
|
2023
Q1 | $914K | Sell |
3,958
-1,879
| -32% | -$434K | 0.04% | 465 |
|
|
2022
Q4 | $1.33M | Buy |
5,837
+1,570
| +37% | +$359K | 0.07% | 321 |
|
|
2022
Q3 | $853K | Buy |
4,267
+1,611
| +61% | +$322K | 0.06% | 364 |
|
|
2022
Q2 | $482K | Buy |
2,656
+40
| +2% | +$7.26K | 0.03% | 481 |
|
|
2022
Q1 | $502K | Buy |
2,616
+806
| +45% | +$155K | 0.03% | 463 |
|
|
2021
Q4 | $428K | Buy |
+1,810
| New | +$428K | 0.03% | 444 |
|