First Manhattan’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Hold |
3,778
| – | – | ﹤0.01% | 486 |
|
|
2025
Q1 | $684K | Hold |
3,778
| – | – | ﹤0.01% | 452 |
|
|
2024
Q4 | $791K | Buy |
3,778
+1,125
| +42% | +$235K | ﹤0.01% | 429 |
|
|
2024
Q3 | $569K | Sell |
2,653
-89
| -3% | -$19.1K | ﹤0.01% | 464 |
|
|
2024
Q2 | $552K | Buy |
2,742
+89
| +3% | +$17.9K | ﹤0.01% | 453 |
|
|
2024
Q1 | $647K | Hold |
2,653
| – | – | ﹤0.01% | 442 |
|
|
2023
Q4 | $576K | Hold |
2,653
| – | – | ﹤0.01% | 453 |
|
|
2023
Q3 | $552K | Hold |
2,653
| – | – | ﹤0.01% | 467 |
|
|
2023
Q2 | $571K | Sell |
2,653
-1,825
| -41% | -$393K | ﹤0.01% | 461 |
|
|
2023
Q1 | $1.03M | Buy |
4,478
+669
| +18% | +$155K | ﹤0.01% | 398 |
|
|
2022
Q4 | $870K | Sell |
3,809
-7
| -0.2% | -$1.6K | ﹤0.01% | 428 |
|
|
2022
Q3 | $762K | Hold |
3,816
| – | – | ﹤0.01% | 444 |
|
|
2022
Q2 | $693K | Sell |
3,816
-598
| -14% | -$109K | ﹤0.01% | 472 |
|
|
2022
Q1 | $846K | Sell |
4,414
-2,025
| -31% | -$388K | ﹤0.01% | 473 |
|
|
2021
Q4 | $1.52M | Sell |
6,439
-500
| -7% | -$118K | 0.01% | 381 |
|
|
2021
Q3 | $1.44M | Sell |
6,939
-123
| -2% | -$25.5K | 0.01% | 377 |
|
|
2021
Q2 | $1.55M | Sell |
7,062
-277
| -4% | -$60.9K | 0.01% | 368 |
|
|
2021
Q1 | $1.54M | Buy |
7,339
+38
| +0.5% | +$7.95K | 0.01% | 360 |
|
|
2020
Q4 | $1.45M | Hold |
7,301
| – | – | 0.01% | 350 |
|
|
2020
Q3 | $1.33M | Hold |
7,301
| – | – | 0.01% | 352 |
|
|
2020
Q2 | $1.15M | Sell |
7,301
-1,350
| -16% | -$213K | 0.01% | 368 |
|
|
2020
Q1 | $1.19M | Hold |
8,651
| – | – | 0.01% | 354 |
|
|
2019
Q4 | $1.49M | Sell |
8,651
-215
| -2% | -$37K | 0.01% | 360 |
|
|
2019
Q3 | $1.45M | Hold |
8,866
| – | – | 0.01% | 360 |
|
|
2019
Q2 | $1.53M | Hold |
8,866
| – | – | 0.01% | 372 |
|
|
2019
Q1 | $1.35M | Buy |
8,866
+15
| +0.2% | +$2.28K | 0.01% | 394 |
|
|
2018
Q4 | $1.12M | Sell |
8,851
-267
| -3% | -$33.7K | 0.01% | 419 |
|
|
2018
Q3 | $1.37M | Hold |
9,118
| – | – | 0.01% | 415 |
|
|
2018
Q2 | $1.24M | Hold |
9,118
| – | – | 0.01% | 412 |
|
|
2018
Q1 | $1.3M | Hold |
9,118
| – | – | 0.01% | 400 |
|
|
2017
Q4 | $1.2M | Hold |
9,118
| – | – | 0.01% | 424 |
|
|
2017
Q3 | $1.11M | Hold |
9,118
| – | – | 0.01% | 424 |
|
|
2017
Q2 | $1.03M | Hold |
9,118
| – | – | 0.01% | 430 |
|
|
2017
Q1 | $852K | Hold |
9,118
| – | – | 0.01% | 449 |
|
|
2016
Q4 | $821K | Hold |
9,118
| – | – | 0.01% | 439 |
|
|
2016
Q3 | $853K | Hold |
9,118
| – | – | 0.01% | 439 |
|
|
2016
Q2 | $748K | Hold |
9,118
| – | – | ﹤0.01% | 462 |
|
|
2016
Q1 | $755K | Sell |
9,118
-1,125
| -11% | -$93.2K | ﹤0.01% | 445 |
|
|
2015
Q4 | $784K | Hold |
10,243
| – | – | ﹤0.01% | 448 |
|
|
2015
Q3 | $730K | Hold |
10,243
| – | – | ﹤0.01% | 460 |
|
|
2015
Q2 | $804K | Hold |
10,243
| – | – | ﹤0.01% | 463 |
|
|
2015
Q1 | $776K | Sell |
10,243
-5,625
| -35% | -$426K | ﹤0.01% | 456 |
|
|
2014
Q4 | $1.24M | Buy |
15,868
+798
| +5% | +$62.1K | 0.01% | 399 |
|
|
2014
Q3 | $1.09M | Hold |
15,070
| – | – | 0.01% | 404 |
|
|
2014
Q2 | $1.22M | Hold |
15,070
| – | – | 0.01% | 394 |
|
|
2014
Q1 | $1.1M | Hold |
15,070
| – | – | 0.01% | 400 |
|
|
2013
Q4 | $1.11M | Hold |
15,070
| – | – | 0.01% | 402 |
|
|
2013
Q3 | $983K | Hold |
15,070
| – | – | 0.01% | 414 |
|
|
2013
Q2 | $890K | Buy |
+15,070
| New | +$890K | 0.01% | 420 |
|