Franklin Street Advisors’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Hold |
24,125
| – | – | 0.26% | 57 |
|
|
2025
Q1 | $4.37M | Hold |
24,125
| – | – | 0.31% | 59 |
|
|
2024
Q4 | $5.05M | Hold |
24,125
| – | – | 0.34% | 57 |
|
|
2024
Q3 | $5.18M | Hold |
24,125
| – | – | 0.35% | 55 |
|
|
2024
Q2 | $4.85M | Hold |
24,125
| – | – | 0.35% | 55 |
|
|
2024
Q1 | $5.89M | Hold |
24,125
| – | – | 0.44% | 50 |
|
|
2023
Q4 | $5.24M | Hold |
24,125
| – | – | 0.43% | 48 |
|
|
2023
Q3 | $5.02M | Hold |
24,125
| – | – | 0.44% | 50 |
|
|
2023
Q2 | $5.19M | Hold |
24,125
| – | – | 0.44% | 52 |
|
|
2023
Q1 | $5.57M | Hold |
24,125
| – | – | 0.51% | 50 |
|
|
2022
Q4 | $5.51M | Hold |
24,125
| – | – | 0.52% | 55 |
|
|
2022
Q3 | $4.82M | Hold |
24,125
| – | – | 0.49% | 56 |
|
|
2022
Q2 | $4.38M | Hold |
24,125
| – | – | 0.41% | 57 |
|
|
2022
Q1 | $4.63M | Hold |
24,125
| – | – | 0.37% | 55 |
|
|
2021
Q4 | $5.7M | Hold |
24,125
| – | – | 0.43% | 55 |
|
|
2021
Q3 | $4.99M | Hold |
24,125
| – | – | 0.42% | 55 |
|
|
2021
Q2 | $5.31M | Hold |
24,125
| – | – | 0.45% | 54 |
|
|
2021
Q1 | $5.05M | Hold |
24,125
| – | – | 0.47% | 54 |
|
|
2020
Q4 | $4.81M | Hold |
24,125
| – | – | 0.47% | 56 |
|
|
2020
Q3 | $4.4M | Hold |
24,125
| – | – | 0.47% | 56 |
|
|
2020
Q2 | $3.81M | Sell |
24,125
-10
| -0% | -$1.58K | 0.45% | 54 |
|
|
2020
Q1 | $3.33M | Hold |
24,135
| – | – | 0.49% | 54 |
|
|
2019
Q4 | $4.15M | Hold |
24,135
| – | – | 0.49% | 60 |
|
|
2019
Q3 | $3.96M | Hold |
24,135
| – | – | 0.5% | 60 |
|
|
2019
Q2 | $4.16M | Buy |
24,135
+10
| +0% | +$1.72K | 0.53% | 58 |
|
|
2019
Q1 | $3.66M | Buy |
+24,125
| New | +$3.66M | 0.51% | 59 |
|