Franklin Street Advisors’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 | $3.28M | Sell |
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|
2025
Q2 | $4.24M | Hold |
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|
2025
Q1 | $4.37M | Hold |
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|
2024
Q4 | $5.05M | Hold |
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|
2024
Q3 | $5.17M | Hold |
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|
2024
Q2 | $4.85M | Hold |
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|
2024
Q1 | $5.89M | Hold |
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|
2023
Q4 | $5.24M | Hold |
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|
2023
Q3 | $5.02M | Hold |
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|
2023
Q2 | $5.19M | Hold |
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|
2023
Q1 | $5.57M | Hold |
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|
2022
Q4 | $5.51M | Hold |
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|
2022
Q3 | $4.82M | Hold |
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|
2022
Q2 | $4.38M | Hold |
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|
2022
Q1 | $4.63M | Hold |
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|
2021
Q4 | $5.7M | Hold |
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|
2021
Q3 | $4.99M | Hold |
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|
2021
Q2 | $5.31M | Hold |
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|
2021
Q1 | $5.05M | Hold |
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|
2020
Q4 | $4.81M | Hold |
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|
2020
Q3 | $4.4M | Hold |
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|
2020
Q2 | $3.81M | Sell |
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|
2020
Q1 | $3.33M | Hold |
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|
2019
Q4 | $4.15M | Hold |
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|
2019
Q3 | $3.96M | Hold |
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|
2019
Q2 | $4.16M | Buy |
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|
2019
Q1 | $3.66M | Buy |
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