First Manhattan’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $615K | Hold |
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|
2025
Q2 | $663K | Hold |
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|
2025
Q1 | $684K | Hold |
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|
2024
Q4 | $791K | Buy |
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|
2024
Q3 | $569K | Sell |
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|
2024
Q2 | $552K | Buy |
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|
2024
Q1 | $647K | Hold |
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|
2023
Q4 | $576K | Hold |
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|
2023
Q3 | $552K | Hold |
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|
2023
Q2 | $571K | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $870K | Sell |
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|
2022
Q3 | $762K | Hold |
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|
2022
Q2 | $693K | Sell |
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|
2022
Q1 | $846K | Sell |
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|
2021
Q4 | $1.52M | Sell |
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|
2021
Q3 | $1.44M | Sell |
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|
2021
Q2 | $1.55M | Sell |
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|
2021
Q1 | $1.54M | Buy |
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|
2020
Q4 | $1.45M | Hold |
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|
2020
Q3 | $1.33M | Hold |
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|
2020
Q2 | $1.15M | Sell |
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|
2020
Q1 | $1.19M | Hold |
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|
2019
Q4 | $1.49M | Sell |
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|
2019
Q3 | $1.45M | Hold |
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|
2019
Q2 | $1.53M | Hold |
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|
2019
Q1 | $1.34M | Buy |
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|
2018
Q4 | $1.12M | Sell |
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|
2018
Q3 | $1.37M | Hold |
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|
2018
Q2 | $1.24M | Hold |
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|
2018
Q1 | $1.3M | Hold |
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|
2017
Q4 | $1.2M | Hold |
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|
2017
Q3 | $1.11M | Hold |
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|
2017
Q2 | $1.03M | Hold |
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|
2017
Q1 | $852K | Hold |
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|
2016
Q4 | $821K | Hold |
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|
2016
Q3 | $853K | Hold |
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|
2016
Q2 | $748K | Hold |
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|
2016
Q1 | $755K | Sell |
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|
2015
Q4 | $784K | Hold |
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|
2015
Q3 | $730K | Hold |
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|
2015
Q2 | $804K | Hold |
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|
2015
Q1 | $776K | Sell |
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|
2014
Q4 | $1.24M | Buy |
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|
2014
Q3 | $1.09M | Hold |
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|
2014
Q2 | $1.22M | Hold |
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|
2014
Q1 | $1.1M | Hold |
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|
2013
Q4 | $1.11M | Hold |
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|
2013
Q3 | $983K | Hold |
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|
2013
Q2 | $890K | Buy |
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