Everence Capital 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 | $474K | Hold |
2,700
| – | – | 0.03% | 396 |
|
|
2025
Q1 | $489K | Buy |
2,700
+1,070
| +66% | +$194K | 0.03% | 378 |
|
|
2024
Q4 | $341K | Buy |
+1,630
| New | +$341K | 0.02% | 523 |
|
|
2024
Q3 | – | Sell |
-2,840
| Closed | -$626 | – | 783 |
|
|
2024
Q2 | $626 | Hold |
2,840
| – | – | 0.04% | 328 |
|
|
2024
Q1 | $693 | Hold |
2,840
| – | – | 0.05% | 312 |
|
|
2023
Q4 | $617K | Hold |
2,840
| – | – | 0.04% | 335 |
|
|
2023
Q3 | $591 | Sell |
2,840
-2,890
| -50% | -$601 | 0.05% | 332 |
|
|
2023
Q2 | $1.14M | Hold |
5,730
| – | – | 0.09% | 184 |
|
|
2023
Q1 | $1.32K | Buy |
5,730
+1,460
| +34% | +$337 | 0.11% | 166 |
|
|
2022
Q4 | $975 | Buy |
4,270
+1,430
| +50% | +$327 | 0.08% | 201 |
|
|
2022
Q3 | $568K | Hold |
2,840
| – | – | 0.05% | 309 |
|
|
2022
Q2 | $516K | Hold |
2,840
| – | – | 0.05% | 330 |
|
|
2022
Q1 | $545K | Hold |
2,840
| – | – | 0.04% | 365 |
|
|
2021
Q4 | $671K | Hold |
2,840
| – | – | 0.05% | 317 |
|
|
2021
Q3 | $588K | Hold |
2,840
| – | – | 0.05% | 343 |
|
|
2021
Q2 | $625K | Buy |
+2,840
| New | +$625K | 0.05% | 324 |
|
|
2020
Q3 | – | Sell |
-1,894
| Closed | -$302K | – | 708 |
|
|
2020
Q2 | $302K | Hold |
1,894
| – | – | 0.04% | 455 |
|
|
2020
Q1 | $262K | Hold |
1,894
| – | – | 0.04% | 422 |
|
|
2019
Q4 | $326K | Buy |
+1,894
| New | +$326K | 0.05% | 453 |
|